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 10-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 | $54,283 | $147,167-63.1% | $111,392-51.3% | $135,375-59.9% |
| Participation rate | 78.3% | 84.0%-5.8pp | 78.9%-0.6pp | 82.6%-4.4pp |
| Annual return | 11.56% | -4.44%+16.0pp | -2.06%+13.6pp | 519.73%-508.2pp |
| Employer contribution / active EE | $3,087 | $5,204-40.7% | $4,328-28.7% | $4,779-35.4% |
| Participant deferral / active EE | $2,055 | $6,565-68.7% | $5,567-63.1% | $5,609-63.4% |
| Admin fee / account holder | $479 | $20,270-97.6% | $12,266-96.1% | $10,827-95.6% |