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 9-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 | $95,929 | $167,307-42.7% | $143,757-33.3% | $134,475-28.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -2.37% | 0.46%-2.8pp | -0.04%-2.3pp | 417.96%-420.3pp |
| Employer contribution / active EE | $4,132 | $5,619-26.5% | $4,951-16.5% | $4,740-12.8% |
| Participant deferral / active EE | $1,878 | $6,446-70.9% | $5,637-66.7% | $6,400-70.7% |
| Admin fee / account holder | $20,818 | $18,088+15.1% | $14,673+41.9% | $11,426+82.2% |