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 | $97,713 | $167,484-41.7% | $151,611-35.6% | $134,475-27.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.61% | 7.80%-10.4pp | 3.33%-5.9pp | 417.96%-420.6pp |
| Employer contribution / active EE | $1,858 | $6,829-72.8% | $6,166-69.9% | $4,740-60.8% |
| Participant deferral / active EE | $601 | $8,986-93.3% | $8,363-92.8% | $6,400-90.6% |
| Admin fee / account holder | $1,660 | $13,783-88.0% | $11,616-85.7% | $11,426-85.5% |