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 9-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 | $13,365 | $42,894-68.8% | $60,874-78.0% | $68,494-80.5% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -11.20% | -13.98%+2.8pp | 16.90%-28.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $534 | $1,978-73.0% | $2,701-80.2% | $2,596-79.4% |
| Participant deferral / active EE | $183 | $2,867-93.6% | $3,817-95.2% | $4,027-95.4% |
| Admin fee / account holder | $798 | $3,101-74.2% | $3,224-75.2% | $5,403-85.2% |