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 | $85,838 | $131,829-34.9% | $108,579-20.9% | $273,961-68.7% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 4.55% | -91.57%+96.1pp | -51.70%+56.2pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,160 | $4,912-76.4% | $3,758-69.1% | $4,869-76.2% |
| Participant deferral / active EE | $1,308 | $5,127-74.5% | $4,311-69.7% | $5,287-75.3% |
| Admin fee / account holder | $1,775 | $10,252-82.7% | $7,645-76.8% | $10,132-82.5% |