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 | $86,972 | $72,404+20.1% | $110,238-21.1% | $64,186+35.5% |
| Participation rate | 98.6% | 73.3%+25.2pp | 79.8%+18.7pp | 69.6%+29.0pp |
| Annual return | -2.22% | -6.29%+4.1pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $10,355 | $2,282+353.9% | $3,826+170.6% | $2,381+334.9% |
| Participant deferral / active EE | $956 | $3,469-72.4% | $4,672-79.5% | $3,470-72.4% |
| Admin fee / account holder | $9,613 | $5,664+69.7% | $8,547+12.5% | $4,888+96.7% |