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 | $143,012 | $106,543+34.2% | $91,220+56.8% | $134,475+6.3% |
| Participation rate | 90.5% | 76.8%+13.7pp | 73.2%+17.3pp | 81.2%+9.3pp |
| Annual return | -9.23% | 160.60%-169.8pp | 114.01%-123.2pp | 417.96%-427.2pp |
| Employer contribution / active EE | $16,150 | $3,331+384.9% | $2,850+466.6% | $4,740+240.7% |
| Participant deferral / active EE | $144 | $4,719-97.0% | $4,234-96.6% | $6,400-97.8% |
| Admin fee / account holder | $1,894 | $6,231-69.6% | $5,420-65.1% | $11,426-83.4% |