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 | $126,625 | $167,484-24.4% | $151,611-16.5% | $134,475-5.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.87% | 7.80%-27.7pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $5,011 | $6,829-26.6% | $6,166-18.7% | $4,740+5.7% |
| Participant deferral / active EE | $2,840 | $8,986-68.4% | $8,363-66.0% | $6,400-55.6% |
| Admin fee / account holder | $2,392 | $13,783-82.6% | $11,616-79.4% | $11,426-79.1% |