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 | $7,869 | $48,265-83.7% | $68,791-88.6% | $68,494-88.5% |
| Participation rate | 88.6% | 60.7%+27.9pp | 69.0%+19.5pp | 67.9%+20.7pp |
| Annual return | 5.09% | -12.71%+17.8pp | -6.38%+11.5pp | -7.84%+12.9pp |
| Employer contribution / active EE | $2,571 | $1,829+40.6% | $2,655-3.2% | $2,596-1.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,042 | $4,355-76.1% | $4,932-78.9% | $5,403-80.7% |