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 | $57,661 | $60,124-4.1% | $90,404-36.2% | $79,858-27.8% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 13.79% | 71.94%-58.2pp | 1293.02%-1279.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,075 | $2,068+0.3% | $3,262-36.4% | $2,471-16.0% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $550 | $3,976-86.2% | $5,611-90.2% | $5,306-89.6% |