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 | $80,327 | $100,754-20.3% | $86,677-7.3% | $134,475-40.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.46% | 29.04%-38.5pp | 35.91%-45.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $2,651 | $3,489-24.0% | $2,836-6.5% | $4,740-44.1% |
| Participant deferral / active EE | $1,430 | $5,338-73.2% | $4,656-69.3% | $6,400-77.7% |
| Admin fee / account holder | $3,171 | $10,926-71.0% | $7,493-57.7% | $11,426-72.3% |