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 | $90,191 | $105,860-14.8% | $90,749-0.6% | $134,475-32.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.09% | -11.01%+6.9pp | -12.16%+8.1pp | 417.96%-422.1pp |
| Employer contribution / active EE | $12,622 | $3,462+264.6% | $2,921+332.1% | $4,740+166.3% |
| Participant deferral / active EE | $1,231 | $5,216-76.4% | $4,564-73.0% | $6,400-80.8% |
| Admin fee / account holder | $1,196 | $13,938-91.4% | $8,445-85.8% | $11,426-89.5% |