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 | $53,287 | $167,484-68.2% | $151,611-64.9% | $134,475-60.4% |
| Participation rate | 95.2% | 88.4%+6.9pp | 87.5%+7.7pp | 81.2%+14.0pp |
| Annual return | -12.67% | 7.80%-20.5pp | 3.33%-16.0pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,374 | $6,829-36.0% | $6,166-29.1% | $4,740-7.7% |
| Participant deferral / active EE | $2,000 | $8,986-77.7% | $8,363-76.1% | $6,400-68.7% |
| Admin fee / account holder | $10,266 | $13,783-25.5% | $11,616-11.6% | $11,426-10.1% |