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 | $118,004 | $167,307-29.5% | $143,757-17.9% | $134,475-12.2% |
| Participation rate | 91.3% | 84.8%+6.5pp | 80.3%+11.0pp | 81.2%+10.1pp |
| Annual return | -14.80% | 0.46%-15.3pp | -0.04%-14.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $7,221 | $5,619+28.5% | $4,951+45.9% | $4,740+52.4% |
| Participant deferral / active EE | $1,476 | $6,446-77.1% | $5,637-73.8% | $6,400-76.9% |
| Admin fee / account holder | $1,014 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |