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 | $89,268 | $133,958-33.4% | $112,228-20.5% | $134,475-33.6% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -16.49% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $10,963 | $4,038+171.5% | $3,635+201.6% | $4,740+131.3% |
| Participant deferral / active EE | $1,407 | $5,291-73.4% | $4,728-70.2% | $6,400-78.0% |
| Admin fee / account holder | $1,885 | $7,489-74.8% | $6,410-70.6% | $11,426-83.5% |