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 | $67,281 | $147,727-54.5% | $115,756-41.9% | $134,475-50.0% |
| Participation rate | 77.8% | 80.4%-2.7pp | 77.1%+0.7pp | 81.2%-3.4pp |
| Annual return | -13.18% | 73.96%-87.1pp | 143.14%-156.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,517 | $4,713-67.8% | $3,793-60.0% | $4,740-68.0% |
| Participant deferral / active EE | $1,747 | $7,563-76.9% | $6,254-72.1% | $6,400-72.7% |
| Admin fee / account holder | $18,791 | $14,571+29.0% | $8,124+131.3% | $11,426+64.5% |