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 5-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 | $154,168 | $137,414+12.2% | $189,513-18.7% | $85,850+79.6% |
| Participation rate | 89.3% | 84.6%+4.7pp | 87.8%+1.5pp | 69.3%+20.0pp |
| Annual return | 0.00% | 38.14%-38.1pp | 555.15%-555.2pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,647 | $4,344-39.1% | $6,162-57.0% | $2,565+3.2% |
| Participant deferral / active EE | $2,918 | $6,260-53.4% | $8,221-64.5% | $3,952-26.2% |
| Admin fee / account holder | $20,206 | $8,630+134.1% | $12,045+67.8% | $6,260+222.8% |