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 | $55,774 | $92,222-39.5% | $76,768-27.3% | $135,375-58.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -5.65% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,818 | $3,216-43.5% | $2,485-26.8% | $4,779-62.0% |
| Participant deferral / active EE | $1,281 | $4,509-71.6% | $3,852-66.7% | $5,609-77.2% |
| Admin fee / account holder | $4,125 | $10,748-61.6% | $6,675-38.2% | $10,827-61.9% |