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 | $65,238 | $133,958-51.3% | $112,228-41.9% | $134,475-51.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.92% | 47.11%-61.0pp | 27.45%-41.4pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,287 | $4,038-68.1% | $3,635-64.6% | $4,740-72.9% |
| Participant deferral / active EE | $1,203 | $5,291-77.3% | $4,728-74.6% | $6,400-81.2% |
| Admin fee / account holder | $30,477 | $7,489+307.0% | $6,410+375.5% | $11,426+166.7% |