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 | $112,746 | $167,484-32.7% | $151,611-25.6% | $134,475-16.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -12.50% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,982 | $6,829-71.0% | $6,166-67.9% | $4,740-58.2% |
| Participant deferral / active EE | $2,644 | $8,986-70.6% | $8,363-68.4% | $6,400-58.7% |
| Admin fee / account holder | $14,608 | $13,783+6.0% | $11,616+25.8% | $11,426+27.9% |