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 | $215,245 | $167,307+28.7% | $143,757+49.7% | $134,475+60.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.50% | 0.46%-7.0pp | -0.04%-6.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $7,000 | $5,619+24.6% | $4,951+41.4% | $4,740+47.7% |
| Participant deferral / active EE | $625 | $6,446-90.3% | $5,637-88.9% | $6,400-90.2% |
| Admin fee / account holder | $11,609 | $18,088-35.8% | $14,673-20.9% | $11,426+1.6% |