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 | $96,177 | $167,484-42.6% | $151,611-36.6% | $134,475-28.5% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -18.68% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,533 | $6,829-62.9% | $6,166-58.9% | $4,740-46.6% |
| Participant deferral / active EE | $2,860 | $8,986-68.2% | $8,363-65.8% | $6,400-55.3% |
| Admin fee / account holder | $4,311 | $13,783-68.7% | $11,616-62.9% | $11,426-62.3% |