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 | $27,553 | $167,484-83.5% | $151,611-81.8% | $134,475-79.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -11.86% | 7.80%-19.7pp | 3.33%-15.2pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,754 | $6,829-59.7% | $6,166-55.3% | $4,740-41.9% |
| Participant deferral / active EE | $2,912 | $8,986-67.6% | $8,363-65.2% | $6,400-54.5% |
| Admin fee / account holder | $4,822 | $13,783-65.0% | $11,616-58.5% | $11,426-57.8% |