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 9-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 | $124,968 | $82,664+51.2% | $125,339-0.3% | $68,494+82.4% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -12.07% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,660 | $3,381+37.8% | $4,814-3.2% | $2,596+79.5% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,555 | $6,275-59.3% | $10,010-74.5% | $5,403-52.7% |