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 | $98,156 | $72,404+35.6% | $110,238-11.0% | $64,186+52.9% |
| Participation rate | 85.1% | 73.3%+11.8pp | 79.8%+5.3pp | 69.6%+15.5pp |
| Annual return | 4.58% | -6.29%+10.9pp | 314.74%-310.2pp | 7.63%-3.1pp |
| Employer contribution / active EE | $897 | $2,282-60.7% | $3,826-76.5% | $2,381-62.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $333 | $5,664-94.1% | $8,547-96.1% | $4,888-93.2% |