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 | $82,423 | $167,307-50.7% | $143,757-42.7% | $134,475-38.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -18.98% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $10,000 | $5,619+78.0% | $4,951+102.0% | $4,740+111.0% |
| Participant deferral / active EE | $2,064 | $6,446-68.0% | $5,637-63.4% | $6,400-67.8% |
| Admin fee / account holder | $6,566 | $18,088-63.7% | $14,673-55.3% | $11,426-42.5% |