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 | $247,221 | $142,344+73.7% | $119,609+106.7% | $134,475+83.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -18.88% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $6,497 | $5,222+24.4% | $4,232+53.5% | $4,740+37.1% |
| Participant deferral / active EE | $1,509 | $6,469-76.7% | $5,602-73.1% | $6,400-76.4% |
| Admin fee / account holder | $7,414 | $13,584-45.4% | $10,323-28.2% | $11,426-35.1% |