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 | $97,855 | $131,829-25.8% | $108,579-9.9% | $273,961-64.3% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 4.96% | -91.57%+96.5pp | -51.70%+56.7pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,500 | $4,912-49.1% | $3,758-33.5% | $4,869-48.7% |
| Participant deferral / active EE | $1,000 | $5,127-80.5% | $4,311-76.8% | $5,287-81.1% |
| Admin fee / account holder | $917 | $10,252-91.1% | $7,645-88.0% | $10,132-91.0% |