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 | $66,614 | $67,214-0.9% | $61,491+8.3% | $134,475-50.5% |
| Participation rate | 94.1% | 83.7%+10.4pp | 79.3%+14.8pp | 81.2%+12.9pp |
| Annual return | -14.09% | -12.08%-2.0pp | -12.98%-1.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,998 | $4,974-19.6% | $4,246-5.8% | $4,740-15.6% |
| Participant deferral / active EE | $742 | $6,103-87.8% | $5,188-85.7% | $6,400-88.4% |
| Admin fee / account holder | $4,292 | $4,610-6.9% | $4,312-0.5% | $11,426-62.4% |