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 | $162,888 | $142,344+14.4% | $119,609+36.2% | $134,475+21.1% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.3%+14.9pp | 81.2%+12.9pp |
| Annual return | -18.55% | -12.44%-6.1pp | -14.97%-3.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $11,765 | $5,222+125.3% | $4,232+178.0% | $4,740+148.2% |
| Participant deferral / active EE | $1,075 | $6,469-83.4% | $5,602-80.8% | $6,400-83.2% |
| Admin fee / account holder | $7,435 | $13,584-45.3% | $10,323-28.0% | $11,426-34.9% |