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 | $76,682 | $167,307-54.2% | $143,757-46.7% | $134,475-43.0% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -5.49% | 0.46%-6.0pp | -0.04%-5.4pp | 417.96%-423.5pp |
| Employer contribution / active EE | $1,952 | $5,619-65.3% | $4,951-60.6% | $4,740-58.8% |
| Participant deferral / active EE | $1,815 | $6,446-71.8% | $5,637-67.8% | $6,400-71.6% |
| Admin fee / account holder | $1,015 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |