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 | $127,877 | $138,044-7.4% | $125,339+2.0% | $134,475-4.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -8.40% | 750.33%-758.7pp | 572.05%-580.5pp | 417.96%-426.4pp |
| Employer contribution / active EE | $6,578 | $5,243+25.4% | $4,814+36.6% | $4,740+38.8% |
| Participant deferral / active EE | $154 | $7,799-98.0% | $7,446-97.9% | $6,400-97.6% |
| Admin fee / account holder | $1,024 | $11,571-91.2% | $10,010-89.8% | $11,426-91.0% |