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 | $93,014 | $138,044-32.6% | $125,339-25.8% | $134,475-30.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -11.29% | 750.33%-761.6pp | 572.05%-583.3pp | 417.96%-429.3pp |
| Employer contribution / active EE | $1,669 | $5,243-68.2% | $4,814-65.3% | $4,740-64.8% |
| Participant deferral / active EE | $1,821 | $7,799-76.7% | $7,446-75.5% | $6,400-71.5% |
| Admin fee / account holder | $28,496 | $11,571+146.3% | $10,010+184.7% | $11,426+149.4% |