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 | $132,174 | $72,177+83.1% | $115,037+14.9% | $59,632+121.6% |
| Participation rate | 98.4% | 72.6%+25.9pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | -0.92% | 12.02%-12.9pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $4,762 | $2,841+67.6% | $4,608+3.3% | $2,203+116.2% |
| Participant deferral / active EE | $1,974 | $4,783-58.7% | $6,026-67.3% | $3,192-38.2% |
| Admin fee / account holder | $9,967 | $4,927+102.3% | $8,175+21.9% | $4,297+132.0% |