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 | $92,362 | $135,635-31.9% | $110,238-16.2% | $135,375-31.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.16% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,137 | $4,906-76.8% | $3,826-70.3% | $4,779-76.2% |
| Participant deferral / active EE | $1,540 | $5,506-72.0% | $4,672-67.0% | $5,609-72.5% |
| Admin fee / account holder | $2,880 | $11,457-74.9% | $8,547-66.3% | $10,827-73.4% |