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 7-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 | $144,796 | $100,754+43.7% | $86,677+67.1% | $134,475+7.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.32% | 29.04%-44.4pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,774 | $3,489-49.2% | $2,836-37.5% | $4,740-62.6% |
| Participant deferral / active EE | $744 | $5,338-86.1% | $4,656-84.0% | $6,400-88.4% |
| Admin fee / account holder | $986 | $10,926-91.0% | $7,493-86.8% | $11,426-91.4% |