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 | $33,101 | $167,484-80.2% | $151,611-78.2% | $134,475-75.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.74% | 7.80%-25.5pp | 3.33%-21.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,643 | $6,829-75.9% | $6,166-73.4% | $4,740-65.3% |
| Participant deferral / active EE | $1,401 | $8,986-84.4% | $8,363-83.3% | $6,400-78.1% |
| Admin fee / account holder | $3,310 | $13,783-76.0% | $11,616-71.5% | $11,426-71.0% |