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 | $178,878 | $167,484+6.8% | $151,611+18.0% | $134,475+33.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.11% | 7.80%-16.9pp | 3.33%-12.4pp | 417.96%-427.1pp |
| Employer contribution / active EE | $2,581 | $6,829-62.2% | $6,166-58.1% | $4,740-45.6% |
| Participant deferral / active EE | $1,464 | $8,986-83.7% | $8,363-82.5% | $6,400-77.1% |
| Admin fee / account holder | $2,025 | $13,783-85.3% | $11,616-82.6% | $11,426-82.3% |