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 | $133,032 | $167,307-20.5% | $143,757-7.5% | $134,475-1.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.51% | 0.46%-10.0pp | -0.04%-9.5pp | 417.96%-427.5pp |
| Employer contribution / active EE | $16,447 | $5,619+192.7% | $4,951+232.2% | $4,740+247.0% |
| Participant deferral / active EE | $429 | $6,446-93.4% | $5,637-92.4% | $6,400-93.3% |
| Admin fee / account holder | $42,779 | $18,088+136.5% | $14,673+191.6% | $11,426+274.4% |