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 | $243,516 | $142,344+71.1% | $119,609+103.6% | $134,475+81.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 2.18% | -12.44%+14.6pp | -14.97%+17.1pp | 417.96%-415.8pp |
| Employer contribution / active EE | $19,252 | $5,222+268.7% | $4,232+354.9% | $4,740+306.2% |
| Participant deferral / active EE | $770 | $6,469-88.1% | $5,602-86.3% | $6,400-88.0% |
| Admin fee / account holder | $29,852 | $13,584+119.8% | $10,323+189.2% | $11,426+161.3% |