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 | $101,499 | $127,100-20.1% | $105,738-4.0% | $135,375-25.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 76.3%+16.5pp | 82.6%+10.2pp |
| Annual return | -5.27% | 4.49%-9.8pp | 6.27%-11.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,738 | $4,107-33.3% | $3,268-16.2% | $4,779-42.7% |
| Participant deferral / active EE | $1,294 | $5,064-74.4% | $4,080-68.3% | $5,609-76.9% |
| Admin fee / account holder | $777 | $9,087-91.4% | $6,913-88.8% | $10,827-92.8% |