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 | $91,637 | $167,484-45.3% | $151,611-39.6% | $134,475-31.9% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -15.07% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,578 | $6,829-62.3% | $6,166-58.2% | $4,740-45.6% |
| Participant deferral / active EE | $2,341 | $8,986-73.9% | $8,363-72.0% | $6,400-63.4% |
| Admin fee / account holder | $684 | $13,783-95.0% | $11,616-94.1% | $11,426-94.0% |