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 | $131,160 | $138,044-5.0% | $125,339+4.6% | $134,475-2.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -10.16% | 750.33%-760.5pp | 572.05%-582.2pp | 417.96%-428.1pp |
| Employer contribution / active EE | $6,047 | $5,243+15.3% | $4,814+25.6% | $4,740+27.6% |
| Participant deferral / active EE | $838 | $7,799-89.3% | $7,446-88.7% | $6,400-86.9% |
| Admin fee / account holder | $43,981 | $11,571+280.1% | $10,010+339.4% | $11,426+284.9% |