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 | $41,903 | $48,265-13.2% | $68,791-39.1% | $68,494-38.8% |
| Participation rate | 97.1% | 60.7%+36.4pp | 69.0%+28.0pp | 67.9%+29.2pp |
| Annual return | -0.12% | -12.71%+12.6pp | -6.38%+6.3pp | -7.84%+7.7pp |
| Employer contribution / active EE | $3,308 | $1,829+80.9% | $2,655+24.6% | $2,596+27.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,626 | $4,355-16.7% | $4,932-26.5% | $5,403-32.9% |