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 | $13,172 | $95,862-86.3% | $79,550-83.4% | $134,475-90.2% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -15.62% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,612 | $3,128-16.5% | $2,413+8.3% | $4,740-44.9% |
| Participant deferral / active EE | $1,073 | $4,693-77.1% | $3,985-73.1% | $6,400-83.2% |
| Admin fee / account holder | $314 | $9,126-96.6% | $6,832-95.4% | $11,426-97.3% |