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 | $30,130 | $160,055-81.2% | $140,016-78.5% | $135,375-77.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -5.86% | 911.38%-917.2pp | 651.12%-657.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,814 | $6,420-71.8% | $5,606-67.6% | $4,779-62.0% |
| Participant deferral / active EE | $1,942 | $7,642-74.6% | $6,927-72.0% | $5,609-65.4% |
| Admin fee / account holder | $25,761 | $13,328+93.3% | $10,705+140.6% | $10,827+137.9% |