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 | $214,527 | $82,664+159.5% | $125,339+71.2% | $68,494+213.2% |
| Participation rate | 97.9% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -5.95% | -5.97%0pp | 572.05%-578.0pp | -7.84%+1.9pp |
| Employer contribution / active EE | $12,471 | $3,381+268.9% | $4,814+159.1% | $2,596+380.3% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,296 | $6,275-15.6% | $10,010-47.1% | $5,403-2.0% |