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 | $49,543 | $167,484-70.4% | $151,611-67.3% | $134,475-63.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.69% | 7.80%-26.5pp | 3.33%-22.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $2,952 | $6,829-56.8% | $6,166-52.1% | $4,740-37.7% |
| Participant deferral / active EE | $2,794 | $8,986-68.9% | $8,363-66.6% | $6,400-56.3% |
| Admin fee / account holder | $4,864 | $13,783-64.7% | $11,616-58.1% | $11,426-57.4% |