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 | $216,977 | $167,484+29.6% | $151,611+43.1% | $134,475+61.4% |
| Participation rate | 72.7% | 88.4%-15.7pp | 87.5%-14.8pp | 81.2%-8.5pp |
| Annual return | -17.25% | 7.80%-25.0pp | 3.33%-20.6pp | 417.96%-435.2pp |
| Employer contribution / active EE | $6,539 | $6,829-4.2% | $6,166+6.1% | $4,740+38.0% |
| Participant deferral / active EE | $2,320 | $8,986-74.2% | $8,363-72.3% | $6,400-63.8% |
| Admin fee / account holder | $995 | $13,783-92.8% | $11,616-91.4% | $11,426-91.3% |