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 | $49,653 | $167,484-70.4% | $151,611-67.2% | $134,475-63.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.74% | 7.80%-22.5pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,845 | $6,829-73.0% | $6,166-70.1% | $4,740-61.1% |
| Participant deferral / active EE | $2,898 | $8,986-67.8% | $8,363-65.4% | $6,400-54.7% |
| Admin fee / account holder | $845 | $13,783-93.9% | $11,616-92.7% | $11,426-92.6% |