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 5-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 | $119,112 | $167,484-28.9% | $151,611-21.4% | $134,475-11.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.35% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,070 | $6,829-69.7% | $6,166-66.4% | $4,740-56.3% |
| Participant deferral / active EE | $2,199 | $8,986-75.5% | $8,363-73.7% | $6,400-65.6% |
| Admin fee / account holder | $1,738 | $13,783-87.4% | $11,616-85.0% | $11,426-84.8% |