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 | $154,775 | $127,386+21.5% | $115,037+34.5% | $125,391+23.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.74% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,142 | $5,166-77.9% | $4,608-75.2% | $4,866-76.5% |
| Participant deferral / active EE | $1,395 | $6,423-78.3% | $6,026-76.9% | $5,352-73.9% |
| Admin fee / account holder | $20,136 | $9,516+111.6% | $8,175+146.3% | $9,540+111.1% |