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 | $49,167 | $81,900-40.0% | $119,609-58.9% | $68,494-28.2% |
| Participation rate | 82.0% | 71.9%+10.1pp | 79.3%+2.7pp | 67.9%+14.1pp |
| Annual return | -16.23% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,831 | $2,693+42.3% | $4,232-9.5% | $2,596+47.6% |
| Participant deferral / active EE | $1,263 | $4,148-69.5% | $5,602-77.4% | $4,027-68.6% |
| Admin fee / account holder | $442 | $6,582-93.3% | $10,323-95.7% | $5,403-91.8% |