See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,856 | $64,707-12.1% | $112,228-49.3% | $68,494-17.0% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -6.55% | -11.40%+4.9pp | 27.45%-34.0pp | -7.84%+1.3pp |
| Employer contribution / active EE | $5,637 | $2,746+105.3% | $3,635+55.1% | $2,596+117.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,331 | $5,232-55.4% | $6,410-63.6% | $5,403-56.8% |