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 | $216,697 | $190,805+13.6% | $159,960+35.5% | $134,475+61.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.45% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,094 | $4,995+2.0% | $4,226+20.6% | $4,740+7.5% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,090 | $10,471-22.7% | $8,698-7.0% | $11,426-29.2% |