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 | $79,171 | $94,529-16.2% | $140,016-43.5% | $64,186+23.3% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -0.72% | 7.77%-8.5pp | 651.12%-651.8pp | 7.63%-8.3pp |
| Employer contribution / active EE | $9,895 | $3,812+159.6% | $5,606+76.5% | $2,381+315.6% |
| Participant deferral / active EE | $1,956 | $5,250-62.8% | $6,927-71.8% | $3,470-43.6% |
| Admin fee / account holder | $6,949 | $6,741+3.1% | $10,705-35.1% | $4,888+42.2% |