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 | $101,628 | $81,900+24.1% | $119,609-15.0% | $68,494+48.4% |
| Participation rate | 95.7% | 71.9%+23.8pp | 79.3%+16.4pp | 67.9%+27.8pp |
| Annual return | 37.17% | -23.82%+61.0pp | -14.97%+52.1pp | -7.84%+45.0pp |
| Employer contribution / active EE | $5,559 | $2,693+106.4% | $4,232+31.4% | $2,596+114.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,385 | $6,582-79.0% | $10,323-86.6% | $5,403-74.4% |