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 | $136,553 | $167,484-18.5% | $151,611-9.9% | $134,475+1.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -14.71% | 7.80%-22.5pp | 3.33%-18.0pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,864 | $6,829-28.8% | $6,166-21.1% | $4,740+2.6% |
| Participant deferral / active EE | $1,867 | $8,986-79.2% | $8,363-77.7% | $6,400-70.8% |
| Admin fee / account holder | $50,245 | $13,783+264.5% | $11,616+332.6% | $11,426+339.7% |