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 | $97,368 | $167,484-41.9% | $151,611-35.8% | $134,475-27.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.08% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,603 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $3,137 | $8,986-65.1% | $8,363-62.5% | $6,400-51.0% |
| Admin fee / account holder | $1,140 | $13,783-91.7% | $11,616-90.2% | $11,426-90.0% |