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 4-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 | $109,094 | $82,664+32.0% | $125,339-13.0% | $68,494+59.3% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -9.04% | -5.97%-3.1pp | 572.05%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,978 | $3,381-41.5% | $4,814-58.9% | $2,596-23.8% |
| Participant deferral / active EE | $1,773 | $6,110-71.0% | $7,446-76.2% | $4,027-56.0% |
| Admin fee / account holder | $9,925 | $6,275+58.2% | $10,010-0.8% | $5,403+83.7% |