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 | $42,330 | $135,635-68.8% | $110,238-61.6% | $135,375-68.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -5.59% | 513.19%-518.8pp | 314.74%-320.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,067 | $4,906-78.2% | $3,826-72.1% | $4,779-77.7% |
| Participant deferral / active EE | $1,360 | $5,506-75.3% | $4,672-70.9% | $5,609-75.8% |
| Admin fee / account holder | $700 | $11,457-93.9% | $8,547-91.8% | $10,827-93.5% |