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 | $113,792 | $160,055-28.9% | $140,016-18.7% | $135,375-15.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -1.48% | 911.38%-912.9pp | 651.12%-652.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $4,693 | $6,420-26.9% | $5,606-16.3% | $4,779-1.8% |
| Participant deferral / active EE | $2,158 | $7,642-71.8% | $6,927-68.8% | $5,609-61.5% |
| Admin fee / account holder | $16,017 | $13,328+20.2% | $10,705+49.6% | $10,827+47.9% |