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 | $149,090 | $133,958+11.3% | $112,228+32.8% | $134,475+10.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.47% | 47.11%-65.6pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $955 | $5,291-82.0% | $4,728-79.8% | $6,400-85.1% |
| Admin fee / account holder | $8,293 | $7,489+10.7% | $6,410+29.4% | $11,426-27.4% |