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 | $115,515 | $82,664+39.7% | $125,339-7.8% | $68,494+68.6% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,331 | $3,381-60.6% | $4,814-72.3% | $2,596-48.7% |
| Participant deferral / active EE | $2,294 | $6,110-62.5% | $7,446-69.2% | $4,027-43.0% |
| Admin fee / account holder | $2,701 | $6,275-57.0% | $10,010-73.0% | $5,403-50.0% |