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 | $128,744 | $175,600-26.7% | $129,110-0.3% | $134,475-4.3% |
| Participation rate | 94.4% | 81.6%+12.9pp | 77.3%+17.2pp | 81.2%+13.2pp |
| Annual return | -13.81% | -11.39%-2.4pp | -10.94%-2.9pp | 417.96%-431.8pp |
| Employer contribution / active EE | $7,484 | $6,355+17.8% | $5,052+48.1% | $4,740+57.9% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $42,229 | $23,567+79.2% | $14,302+195.3% | $11,426+269.6% |