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 | $77,800 | $135,635-42.6% | $110,238-29.4% | $135,375-42.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.34% | 513.19%-514.5pp | 314.74%-316.1pp | 519.73%-521.1pp |
| Employer contribution / active EE | $2,472 | $4,906-49.6% | $3,826-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $52 | $5,506-99.1% | $4,672-98.9% | $5,609-99.1% |
| Admin fee / account holder | $8,995 | $11,457-21.5% | $8,547+5.2% | $10,827-16.9% |