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 | $158,030 | $167,484-5.6% | $151,611+4.2% | $134,475+17.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.87% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.8pp |
| Employer contribution / active EE | $4,834 | $6,829-29.2% | $6,166-21.6% | $4,740+2.0% |
| Participant deferral / active EE | $1,667 | $8,986-81.5% | $8,363-80.1% | $6,400-74.0% |
| Admin fee / account holder | $1,530 | $13,783-88.9% | $11,616-86.8% | $11,426-86.6% |