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 | $142,956 | $167,484-14.6% | $151,611-5.7% | $134,475+6.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.29% | 7.80%-16.1pp | 3.33%-11.6pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,894 | $6,829-57.6% | $6,166-53.1% | $4,740-38.9% |
| Participant deferral / active EE | $3,040 | $8,986-66.2% | $8,363-63.6% | $6,400-52.5% |
| Admin fee / account holder | $31,256 | $13,783+126.8% | $11,616+169.1% | $11,426+173.6% |