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 | $98,285 | $147,167-33.2% | $111,392-11.8% | $135,375-27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 0.77% | -4.44%+5.2pp | -2.06%+2.8pp | 519.73%-519.0pp |
| Employer contribution / active EE | $3,071 | $5,204-41.0% | $4,328-29.0% | $4,779-35.7% |
| Participant deferral / active EE | $1,272 | $6,565-80.6% | $5,567-77.2% | $5,609-77.3% |
| Admin fee / account holder | $2,278 | $20,270-88.8% | $12,266-81.4% | $10,827-79.0% |