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 | $242,364 | $110,094+120.1% | $151,611+59.9% | $68,494+253.8% |
| Participation rate | 97.4% | 84.0%+13.5pp | 87.5%+9.9pp | 67.9%+29.5pp |
| Annual return | -11.24% | -10.12%-1.1pp | 3.33%-14.6pp | -7.84%-3.4pp |
| Employer contribution / active EE | $17,088 | $4,471+282.2% | $6,166+177.1% | $2,596+558.2% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,571 | $7,719-1.9% | $11,616-34.8% | $5,403+40.1% |