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 | $125,731 | $147,167-14.6% | $111,392+12.9% | $135,375-7.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 78.9%+11.1pp | 82.6%+7.4pp |
| Annual return | -8.19% | -4.44%-3.7pp | -2.06%-6.1pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,400 | $5,204+23.0% | $4,328+47.9% | $4,779+33.9% |
| Participant deferral / active EE | $695 | $6,565-89.4% | $5,567-87.5% | $5,609-87.6% |
| Admin fee / account holder | $4,733 | $20,270-76.7% | $12,266-61.4% | $10,827-56.3% |