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 | $96,645 | $82,664+16.9% | $125,339-22.9% | $68,494+41.1% |
| Participation rate | 95.9% | 75.0%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $9,275 | $3,381+174.3% | $4,814+92.7% | $2,596+257.2% |
| Participant deferral / active EE | $527 | $6,110-91.4% | $7,446-92.9% | $4,027-86.9% |
| Admin fee / account holder | $2,487 | $6,275-60.4% | $10,010-75.2% | $5,403-54.0% |