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 | $139,563 | $100,754+38.5% | $86,677+61.0% | $134,475+3.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 29.04%-45.7pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,665 | $3,489-52.3% | $2,836-41.3% | $4,740-64.9% |
| Participant deferral / active EE | $1,200 | $5,338-77.5% | $4,656-74.2% | $6,400-81.2% |
| Admin fee / account holder | $2,901 | $10,926-73.4% | $7,493-61.3% | $11,426-74.6% |