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 7-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 | $29,709 | $67,331-55.9% | $60,874-51.2% | $134,475-77.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.19% | 49.93%-67.1pp | 16.90%-34.1pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,599 | $3,096-16.1% | $2,701-3.8% | $4,740-45.2% |
| Participant deferral / active EE | $623 | $4,538-86.3% | $3,817-83.7% | $6,400-90.3% |
| Admin fee / account holder | $837 | $4,582-81.7% | $3,224-74.0% | $11,426-92.7% |