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 | $54,794 | $167,484-67.3% | $151,611-63.9% | $134,475-59.3% |
| Participation rate | 87.0% | 88.4%-1.4pp | 87.5%-0.5pp | 81.2%+5.7pp |
| Annual return | -15.50% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,233 | $6,829-67.3% | $6,166-63.8% | $4,740-52.9% |
| Participant deferral / active EE | $2,934 | $8,986-67.3% | $8,363-64.9% | $6,400-54.2% |
| Admin fee / account holder | $1,268 | $13,783-90.8% | $11,616-89.1% | $11,426-88.9% |