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 | $87,614 | $82,286+6.5% | $68,791+27.4% | $134,475-34.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -13.88% | -2.19%-11.7pp | -6.38%-7.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $6,250 | $3,301+89.4% | $2,655+135.4% | $4,740+31.9% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,201 | $6,481+42.0% | $4,932+86.6% | $11,426-19.5% |