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 | $144,373 | $110,094+31.1% | $151,611-4.8% | $68,494+110.8% |
| Participation rate | 97.0% | 84.0%+13.0pp | 87.5%+9.5pp | 67.9%+29.1pp |
| Annual return | 4.15% | -10.12%+14.3pp | 3.33%+0.8pp | -7.84%+12.0pp |
| Employer contribution / active EE | $4,000 | $4,471-10.5% | $6,166-35.1% | $2,596+54.1% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,946 | $7,719+2.9% | $11,616-31.6% | $5,403+47.1% |