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 | $30,102 | $140,588-78.6% | $123,104-75.5% | $125,391-76.0% |
| Participation rate | 75.0% | 88.2%-13.2pp | 86.8%-11.8pp | 83.2%-8.2pp |
| Annual return | -3.31% | 16.80%-20.1pp | 13.22%-16.5pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,625 | $6,041-6.9% | $5,151+9.2% | $4,866+15.6% |
| Participant deferral / active EE | $1,350 | $6,980-80.7% | $6,230-78.3% | $5,352-74.8% |
| Admin fee / account holder | $347 | $11,198-96.9% | $9,015-96.2% | $9,540-96.4% |