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 | $26,434 | $97,044-72.8% | $83,333-68.3% | $135,375-80.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.36% | 12.31%-18.7pp | 10.63%-17.0pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,060 | $4,143-74.4% | $3,379-68.6% | $4,779-77.8% |
| Participant deferral / active EE | $1,060 | $5,964-82.2% | $5,565-81.0% | $5,609-81.1% |
| Admin fee / account holder | $379 | $8,380-95.5% | $7,510-95.0% | $10,827-96.5% |