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 | $59,206 | $138,044-57.1% | $125,339-52.8% | $134,475-56.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -14.80% | 750.33%-765.1pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,643 | $5,243-49.6% | $4,814-45.1% | $4,740-44.2% |
| Participant deferral / active EE | $2,407 | $7,799-69.1% | $7,446-67.7% | $6,400-62.4% |
| Admin fee / account holder | $26,559 | $11,571+129.5% | $10,010+165.3% | $11,426+132.4% |