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 | $45,373 | $72,404-37.3% | $110,238-58.8% | $64,186-29.3% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -6.99% | -6.29%-0.7pp | 314.74%-321.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,170 | $2,282+38.9% | $3,826-17.2% | $2,381+33.1% |
| Participant deferral / active EE | $1,335 | $3,469-61.5% | $4,672-71.4% | $3,470-61.5% |
| Admin fee / account holder | $24,907 | $5,664+339.7% | $8,547+191.4% | $4,888+409.6% |