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 | $120,482 | $91,911+31.1% | $68,793+75.1% | $135,375-11.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 0.75% | -8.22%+9.0pp | -4.63%+5.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $15,000 | $3,924+282.3% | $2,625+471.4% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,237 | $9,240-10.9% | $5,131+60.6% | $10,827-23.9% |