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 | $61,973 | $82,664-25.0% | $125,339-50.6% | $68,494-9.5% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+13.9pp | 67.9%+28.4pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,458 | $3,381+61.4% | $4,814+13.4% | $2,596+110.2% |
| Participant deferral / active EE | $1,621 | $6,110-73.5% | $7,446-78.2% | $4,027-59.7% |
| Admin fee / account holder | $6,749 | $6,275+7.5% | $10,010-32.6% | $5,403+24.9% |