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 8-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 | $61,726 | $167,484-63.1% | $151,611-59.3% | $134,475-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.15% | 7.80%-21.9pp | 3.33%-17.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,148 | $6,829-68.5% | $6,166-65.2% | $4,740-54.7% |
| Participant deferral / active EE | $2,852 | $8,986-68.3% | $8,363-65.9% | $6,400-55.4% |
| Admin fee / account holder | $476 | $13,783-96.5% | $11,616-95.9% | $11,426-95.8% |