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 | $120,896 | $142,344-15.1% | $119,609+1.1% | $134,475-10.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.54% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $1,603 | $5,222-69.3% | $4,232-62.1% | $4,740-66.2% |
| Participant deferral / active EE | $1,286 | $6,469-80.1% | $5,602-77.0% | $6,400-79.9% |
| Admin fee / account holder | $493 | $13,584-96.4% | $10,323-95.2% | $11,426-95.7% |