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 | $48,385 | $175,600-72.4% | $129,110-62.5% | $134,475-64.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | -11.39%-6.7pp | -10.94%-7.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $8,535 | $6,355+34.3% | $5,052+69.0% | $4,740+80.1% |
| Participant deferral / active EE | $1,434 | $7,975-82.0% | $6,542-78.1% | $6,400-77.6% |
| Admin fee / account holder | $18,537 | $23,567-21.3% | $14,302+29.6% | $11,426+62.2% |