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 | $97,150 | $127,386-23.7% | $115,037-15.5% | $125,391-22.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.20% | 31.28%-31.1pp | 26.14%-25.9pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,333 | $5,166-74.2% | $4,608-71.1% | $4,866-72.6% |
| Participant deferral / active EE | $1,663 | $6,423-74.1% | $6,026-72.4% | $5,352-68.9% |
| Admin fee / account holder | $4,192 | $9,516-56.0% | $8,175-48.7% | $9,540-56.1% |