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 | $84,951 | $113,935-25.4% | $94,224-9.8% | $125,391-32.3% |
| Participation rate | 90.5% | 82.9%+7.6pp | 78.8%+11.7pp | 83.2%+7.3pp |
| Annual return | -1.98% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $886 | $4,727-81.2% | $3,587-75.3% | $4,866-81.8% |
| Participant deferral / active EE | $970 | $5,179-81.3% | $4,320-77.5% | $5,352-81.9% |
| Admin fee / account holder | $880 | $8,391-89.5% | $6,269-86.0% | $9,540-90.8% |