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 9-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 | $244,909 | $142,344+72.1% | $119,609+104.8% | $134,475+82.1% |
| Participation rate | 90.5% | 82.8%+7.7pp | 79.3%+11.2pp | 81.2%+9.3pp |
| Annual return | -17.35% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,443 | $5,222-72.4% | $4,232-65.9% | $4,740-69.6% |
| Participant deferral / active EE | $1,423 | $6,469-78.0% | $5,602-74.6% | $6,400-77.8% |
| Admin fee / account holder | $5,883 | $13,584-56.7% | $10,323-43.0% | $11,426-48.5% |