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 | $27,150 | $138,065-80.3% | $123,544-78.0% | $135,375-79.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -7.58% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,409 | $5,151-72.7% | $4,628-69.6% | $4,779-70.5% |
| Participant deferral / active EE | $1,657 | $6,799-75.6% | $6,426-74.2% | $5,609-70.5% |
| Admin fee / account holder | $3,939 | $10,916-63.9% | $9,284-57.6% | $10,827-63.6% |