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 | $48,783 | $142,344-65.7% | $119,609-59.2% | $134,475-63.7% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -17.84% | -12.44%-5.4pp | -14.97%-2.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $3,582 | $5,222-31.4% | $4,232-15.4% | $4,740-24.4% |
| Participant deferral / active EE | $807 | $6,469-87.5% | $5,602-85.6% | $6,400-87.4% |
| Admin fee / account holder | $832 | $13,584-93.9% | $10,323-91.9% | $11,426-92.7% |