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 | $45,227 | $90,590-50.1% | $90,782-50.2% | $135,375-66.6% |
| Participation rate | 94.7% | 83.7%+11.0pp | 82.7%+12.1pp | 82.6%+12.1pp |
| Annual return | -5.58% | -3.40%-2.2pp | -3.42%-2.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,579 | $4,352-63.7% | $4,105-61.5% | $4,779-67.0% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,646 | $7,683-26.5% | $5,908-4.4% | $10,827-47.9% |