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 | $125,358 | $160,055-21.7% | $140,016-10.5% | $135,375-7.4% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.5%+2.0pp | 82.6%+6.8pp |
| Annual return | -7.34% | 911.38%-918.7pp | 651.12%-658.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,529 | $6,420-45.0% | $5,606-37.0% | $4,779-26.1% |
| Participant deferral / active EE | $2,030 | $7,642-73.4% | $6,927-70.7% | $5,609-63.8% |
| Admin fee / account holder | $3,555 | $13,328-73.3% | $10,705-66.8% | $10,827-67.2% |