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 | $29,638 | $100,754-70.6% | $86,677-65.8% | $134,475-78.0% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | -13.39% | 29.04%-42.4pp | 35.91%-49.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,221 | $3,489+21.0% | $2,836+48.8% | $4,740-11.0% |
| Participant deferral / active EE | $314 | $5,338-94.1% | $4,656-93.2% | $6,400-95.1% |
| Admin fee / account holder | $4,362 | $10,926-60.1% | $7,493-41.8% | $11,426-61.8% |