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 | $149,317 | $57,354+160.3% | $83,848+78.1% | $64,186+132.6% |
| Participation rate | 85.2% | 68.6%+16.6pp | 76.1%+9.0pp | 69.6%+15.6pp |
| Annual return | -4.89% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $17,239 | $2,545+577.3% | $3,631+374.8% | $2,381+624.1% |
| Participant deferral / active EE | $901 | $2,993-69.9% | $4,082-77.9% | $3,470-74.0% |
| Admin fee / account holder | $41,371 | $4,046+922.6% | $5,478+655.2% | $4,888+746.4% |