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 | $146,809 | $131,829+11.4% | $108,579+35.2% | $273,961-46.4% |
| Participation rate | 84.2% | 83.5%+0.8pp | 79.6%+4.6pp | 83.0%+1.2pp |
| Annual return | 2.35% | -91.57%+93.9pp | -51.70%+54.0pp | 41.45%-39.1pp |
| Employer contribution / active EE | $2,632 | $4,912-46.4% | $3,758-30.0% | $4,869-45.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,864 | $10,252-23.3% | $7,645+2.9% | $10,132-22.4% |