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 | $42,611 | $131,829-67.7% | $108,579-60.8% | $273,961-84.4% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 7.36% | -91.57%+98.9pp | -51.70%+59.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,053 | $4,912-78.6% | $3,758-72.0% | $4,869-78.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,666 | $10,252-83.7% | $7,645-78.2% | $10,132-83.6% |