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 | $47,614 | $54,380-12.4% | $68,509-30.5% | $59,632-20.2% |
| Participation rate | 88.0% | 70.2%+17.8pp | 74.7%+13.3pp | 68.7%+19.3pp |
| Annual return | -0.49% | 2.83%-3.3pp | 8.27%-8.8pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $4,684 | $1,539+204.5% | $2,278+105.6% | $2,203+112.7% |
| Participant deferral / active EE | $766 | $2,643-71.0% | $3,382-77.4% | $3,192-76.0% |
| Admin fee / account holder | $631 | $3,885-83.8% | $5,275-88.0% | $4,297-85.3% |