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 | $202,336 | $105,860+91.1% | $90,749+123.0% | $134,475+50.5% |
| Participation rate | 93.3% | 78.2%+15.1pp | 75.7%+17.6pp | 81.2%+12.1pp |
| Annual return | -10.10% | -11.01%+0.9pp | -12.16%+2.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $3,457 | $3,462-0.1% | $2,921+18.4% | $4,740-27.1% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,650 | $13,938-66.6% | $8,445-44.9% | $11,426-59.3% |