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 | $126,676 | $133,958-5.4% | $112,228+12.9% | $134,475-5.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.07% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $9,363 | $4,038+131.9% | $3,635+157.6% | $4,740+97.6% |
| Participant deferral / active EE | $1,414 | $5,291-73.3% | $4,728-70.1% | $6,400-77.9% |
| Admin fee / account holder | $6,959 | $7,489-7.1% | $6,410+8.6% | $11,426-39.1% |