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 | $30,100 | $167,484-82.0% | $151,611-80.1% | $134,475-77.6% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -19.83% | 7.80%-27.6pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1,681 | $6,829-75.4% | $6,166-72.7% | $4,740-64.5% |
| Participant deferral / active EE | $2,153 | $8,986-76.0% | $8,363-74.3% | $6,400-66.4% |
| Admin fee / account holder | $10,882 | $13,783-21.1% | $11,616-6.3% | $11,426-4.8% |