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 | $65,424 | $180,449-63.7% | $154,107-57.5% | $135,375-51.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -5.19% | 888.09%-893.3pp | 735.12%-740.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,329 | $6,035-61.4% | $5,298-56.0% | $4,779-51.3% |
| Participant deferral / active EE | $120 | $5,806-97.9% | $5,081-97.6% | $5,609-97.9% |
| Admin fee / account holder | $1,060 | $16,143-93.4% | $13,411-92.1% | $10,827-90.2% |