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 | $111,553 | $135,635-17.8% | $110,238+1.2% | $135,375-17.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -4.78% | 513.19%-518.0pp | 314.74%-319.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,192 | $4,906-75.7% | $3,826-68.8% | $4,779-75.1% |
| Participant deferral / active EE | $1,408 | $5,506-74.4% | $4,672-69.9% | $5,609-74.9% |
| Admin fee / account holder | $36,524 | $11,457+218.8% | $8,547+327.3% | $10,827+237.3% |