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 | $180,689 | $160,055+12.9% | $140,016+29.0% | $135,375+33.5% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -6.55% | 911.38%-917.9pp | 651.12%-657.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $7,842 | $6,420+22.2% | $5,606+39.9% | $4,779+64.1% |
| Participant deferral / active EE | $2,590 | $7,642-66.1% | $6,927-62.6% | $5,609-53.8% |
| Admin fee / account holder | $30,791 | $13,328+131.0% | $10,705+187.6% | $10,827+184.4% |