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 | $55,594 | $99,032-43.9% | $80,019-30.5% | $135,375-58.9% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -0.20% | 15.39%-15.6pp | 11.22%-11.4pp | 519.73%-519.9pp |
| Employer contribution / active EE | $1,580 | $3,043-48.1% | $2,468-36.0% | $4,779-66.9% |
| Participant deferral / active EE | $901 | $4,282-79.0% | $3,686-75.6% | $5,609-83.9% |
| Admin fee / account holder | $74,123 | $10,436+610.3% | $6,521+1036.7% | $10,827+584.6% |