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 | $102,039 | $167,307-39.0% | $143,757-29.0% | $134,475-24.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.71% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $5,606 | $5,619-0.2% | $4,951+13.2% | $4,740+18.3% |
| Participant deferral / active EE | $644 | $6,446-90.0% | $5,637-88.6% | $6,400-89.9% |
| Admin fee / account holder | $1,046 | $18,088-94.2% | $14,673-92.9% | $11,426-90.8% |