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 | $21,538 | $97,757-78.0% | $83,848-74.3% | $135,375-84.1% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -4.32% | 1287.37%-1291.7pp | 850.88%-855.2pp | 519.73%-524.1pp |
| Employer contribution / active EE | $779 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $811 | $4,682-82.7% | $4,082-80.1% | $5,609-85.5% |
| Admin fee / account holder | $6,787 | $6,674+1.7% | $5,478+23.9% | $10,827-37.3% |