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 | $64,416 | $82,664-22.1% | $125,339-48.6% | $68,494-6.0% |
| Participation rate | 98.8% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | 1.44% | -5.97%+7.4pp | 572.05%-570.6pp | -7.84%+9.3pp |
| Employer contribution / active EE | $3,750 | $3,381+10.9% | $4,814-22.1% | $2,596+44.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,011 | $6,275+59.5% | $10,0100% | $5,403+85.3% |