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 | $144,038 | $113,935+26.4% | $94,224+52.9% | $125,391+14.9% |
| Participation rate | 94.7% | 82.9%+11.8pp | 78.8%+16.0pp | 83.2%+11.5pp |
| Annual return | -1.43% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $8,901 | $4,727+88.3% | $3,587+148.2% | $4,866+82.9% |
| Participant deferral / active EE | $852 | $5,179-83.6% | $4,320-80.3% | $5,352-84.1% |
| Admin fee / account holder | $14,443 | $8,391+72.1% | $6,269+130.4% | $9,540+51.4% |