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 | $26,265 | $71,883-63.5% | $86,677-69.7% | $68,494-61.7% |
| Participation rate | 98.7% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.8pp |
| Annual return | -7.76% | 3.52%-11.3pp | 35.91%-43.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $4,926 | $2,173+126.7% | $2,836+73.7% | $2,596+89.7% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,575 | $6,112-25.1% | $7,493-38.9% | $5,403-15.3% |