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 | $69,007 | $167,484-58.8% | $151,611-54.5% | $134,475-48.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.81% | 7.80%-21.6pp | 3.33%-17.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $4,623 | $6,829-32.3% | $6,166-25.0% | $4,740-2.5% |
| Participant deferral / active EE | $1,624 | $8,986-81.9% | $8,363-80.6% | $6,400-74.6% |
| Admin fee / account holder | $719 | $13,783-94.8% | $11,616-93.8% | $11,426-93.7% |