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 | $71,702 | $167,484-57.2% | $151,611-52.7% | $134,475-46.7% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.5%+5.4pp | 81.2%+11.6pp |
| Annual return | -11.03% | 7.80%-18.8pp | 3.33%-14.4pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,705 | $6,829-75.0% | $6,166-72.4% | $4,740-64.0% |
| Participant deferral / active EE | $2,331 | $8,986-74.1% | $8,363-72.1% | $6,400-63.6% |
| Admin fee / account holder | $48,731 | $13,783+253.6% | $11,616+319.5% | $11,426+326.5% |