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 4-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 | $91,344 | $82,664+10.5% | $125,339-27.1% | $68,494+33.4% |
| Participation rate | 76.2% | 75.0%+1.1pp | 82.4%-6.2pp | 67.9%+8.3pp |
| Annual return | -13.72% | -5.97%-7.7pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,762 | $3,381+40.8% | $4,814-1.1% | $2,596+83.4% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $998 | $6,275-84.1% | $10,010-90.0% | $5,403-81.5% |