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 | $32,910 | $167,484-80.4% | $151,611-78.3% | $134,475-75.5% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -16.07% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,278 | $6,829-66.6% | $6,166-63.1% | $4,740-51.9% |
| Participant deferral / active EE | $3,080 | $8,986-65.7% | $8,363-63.2% | $6,400-51.9% |
| Admin fee / account holder | $1,039 | $13,783-92.5% | $11,616-91.1% | $11,426-90.9% |