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 | $82,463 | $91,538-9.9% | $129,995-36.6% | $75,163+9.7% |
| Participation rate | 79.4% | 71.4%+8.0pp | 78.5%+0.9pp | 67.2%+12.2pp |
| Annual return | 13.47% | -631.11%+644.6pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $3,010 | $2,845+5.8% | $4,320-30.3% | $2,670+12.8% |
| Participant deferral / active EE | $1,813 | $4,341-58.2% | $5,820-68.8% | $4,125-56.0% |
| Admin fee / account holder | $10,331 | $6,790+52.1% | $10,614-2.7% | $5,651+82.8% |