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 | $92,651 | $131,829-29.7% | $108,579-14.7% | $273,961-66.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.12% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $5,625 | $4,912+14.5% | $3,758+49.7% | $4,869+15.5% |
| Participant deferral / active EE | $527 | $5,127-89.7% | $4,311-87.8% | $5,287-90.0% |
| Admin fee / account holder | $769 | $10,252-92.5% | $7,645-89.9% | $10,132-92.4% |