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 | $134,004 | $72,404+85.1% | $110,238+21.6% | $64,186+108.8% |
| Participation rate | 97.4% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.8pp |
| Annual return | -5.44% | -6.29%+0.9pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,526 | $2,282+142.2% | $3,826+44.4% | $2,381+132.1% |
| Participant deferral / active EE | $1,212 | $3,469-65.1% | $4,672-74.0% | $3,470-65.1% |
| Admin fee / account holder | $2,446 | $5,664-56.8% | $8,547-71.4% | $4,888-50.0% |