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 | $218,479 | $133,958+63.1% | $112,228+94.7% | $134,475+62.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -13.59% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,390 | $4,038-65.6% | $3,635-61.7% | $4,740-70.7% |
| Participant deferral / active EE | $1,450 | $5,291-72.6% | $4,728-69.3% | $6,400-77.3% |
| Admin fee / account holder | $5,180 | $7,489-30.8% | $6,410-19.2% | $11,426-54.7% |