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 | $64,696 | $167,484-61.4% | $151,611-57.3% | $134,475-51.9% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -18.68% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,184 | $6,829-53.4% | $6,166-48.4% | $4,740-32.8% |
| Participant deferral / active EE | $2,785 | $8,986-69.0% | $8,363-66.7% | $6,400-56.5% |
| Admin fee / account holder | $3,757 | $13,783-72.7% | $11,616-67.7% | $11,426-67.1% |