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 | $232,350 | $138,065+68.3% | $123,544+88.1% | $135,375+71.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.51% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,855 | $5,151-25.2% | $4,628-16.7% | $4,779-19.3% |
| Participant deferral / active EE | $1,079 | $6,799-84.1% | $6,426-83.2% | $5,609-80.8% |
| Admin fee / account holder | $3,500 | $10,916-67.9% | $9,284-62.3% | $10,827-67.7% |