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 | $116,166 | $167,484-30.6% | $151,611-23.4% | $134,475-13.6% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.5%-3.3pp | 81.2%+3.0pp |
| Annual return | -15.26% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,387 | $6,829-50.4% | $6,166-45.1% | $4,740-28.5% |
| Participant deferral / active EE | $2,528 | $8,986-71.9% | $8,363-69.8% | $6,400-60.5% |
| Admin fee / account holder | $19,056 | $13,783+38.3% | $11,616+64.1% | $11,426+66.8% |