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 | $152,308 | $133,958+13.7% | $112,228+35.7% | $134,475+13.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.22% | 47.11%-61.3pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,000 | $4,038-0.9% | $3,635+10.1% | $4,740-15.6% |
| Participant deferral / active EE | $140 | $5,291-97.4% | $4,728-97.0% | $6,400-97.8% |
| Admin fee / account holder | $1,868 | $7,489-75.1% | $6,410-70.9% | $11,426-83.7% |