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 | $127,113 | $82,286+54.5% | $68,791+84.8% | $134,475-5.5% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -6.97% | -2.19%-4.8pp | -6.38%-0.6pp | 417.96%-424.9pp |
| Employer contribution / active EE | $5,597 | $3,301+69.6% | $2,655+110.8% | $4,740+18.1% |
| Participant deferral / active EE | $99 | $4,739-97.9% | $3,941-97.5% | $6,400-98.4% |
| Admin fee / account holder | $5,390 | $6,481-16.8% | $4,932+9.3% | $11,426-52.8% |