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 | $171,843 | $167,307+2.7% | $143,757+19.5% | $134,475+27.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -3.85% | 0.46%-4.3pp | -0.04%-3.8pp | 417.96%-421.8pp |
| Employer contribution / active EE | $16,821 | $5,619+199.4% | $4,951+239.8% | $4,740+254.9% |
| Participant deferral / active EE | $1,746 | $6,446-72.9% | $5,637-69.0% | $6,400-72.7% |
| Admin fee / account holder | $651 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |