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 | $181,379 | $147,167+23.2% | $111,392+62.8% | $135,375+34.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 78.9%+12.8pp | 82.6%+9.0pp |
| Annual return | -6.10% | -4.44%-1.7pp | -2.06%-4.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $12,500 | $5,204+140.2% | $4,328+188.8% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,534 | $20,270-48.0% | $12,266-14.1% | $10,827-2.7% |