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 | $101,167 | $81,900+23.5% | $119,609-15.4% | $68,494+47.7% |
| Participation rate | 98.6% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | 15.31% | -23.82%+39.1pp | -14.97%+30.3pp | -7.84%+23.2pp |
| Employer contribution / active EE | $6,910 | $2,693+156.6% | $4,232+63.3% | $2,596+166.2% |
| Participant deferral / active EE | $1,260 | $4,148-69.6% | $5,602-77.5% | $4,027-68.7% |
| Admin fee / account holder | $5,926 | $6,582-10.0% | $10,323-42.6% | $5,403+9.7% |