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 | $130,399 | $167,484-22.1% | $151,611-14.0% | $134,475-3.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.74% | 7.80%-16.5pp | 3.33%-12.1pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,704 | $6,829-60.4% | $6,166-56.2% | $4,740-43.0% |
| Participant deferral / active EE | $2,110 | $8,986-76.5% | $8,363-74.8% | $6,400-67.0% |
| Admin fee / account holder | $3,383 | $13,783-75.5% | $11,616-70.9% | $11,426-70.4% |