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 | $175,568 | $138,044+27.2% | $125,339+40.1% | $134,475+30.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.45% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,413 | $5,243-54.0% | $4,814-49.9% | $4,740-49.1% |
| Participant deferral / active EE | $2,273 | $7,799-70.9% | $7,446-69.5% | $6,400-64.5% |
| Admin fee / account holder | $2,177 | $11,571-81.2% | $10,010-78.3% | $11,426-81.0% |