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 | $58,872 | $167,484-64.8% | $151,611-61.2% | $134,475-56.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.91% | 7.80%-12.7pp | 3.33%-8.2pp | 417.96%-422.9pp |
| Employer contribution / active EE | $2,614 | $6,829-61.7% | $6,166-57.6% | $4,740-44.9% |
| Participant deferral / active EE | $3,236 | $8,986-64.0% | $8,363-61.3% | $6,400-49.4% |
| Admin fee / account holder | $406 | $13,783-97.1% | $11,616-96.5% | $11,426-96.4% |