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 | $140,687 | $215,361-34.7% | $171,082-17.8% | $273,961-48.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 1.79% | 25.14%-23.3pp | 32.56%-30.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $27,955 | $4,967+462.8% | $4,002+598.5% | $4,869+474.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52,147 | $10,846+380.8% | $8,520+512.1% | $10,132+414.7% |