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 | $78,047 | $76,000+2.7% | $154,107-49.4% | $64,186+21.6% |
| Participation rate | 94.6% | 70.4%+24.2pp | 83.0%+11.6pp | 69.6%+25.0pp |
| Annual return | -4.92% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $8,605 | $3,351+156.8% | $5,298+62.4% | $2,381+261.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,902 | $5,596+130.6% | $13,411-3.8% | $4,888+164.0% |