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 | $58,633 | $138,065-57.5% | $123,544-52.5% | $135,375-56.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -3.39% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $7,682 | $5,151+49.1% | $4,628+66.0% | $4,779+60.8% |
| Participant deferral / active EE | $2,067 | $6,799-69.6% | $6,426-67.8% | $5,609-63.2% |
| Admin fee / account holder | $376 | $10,916-96.6% | $9,284-96.0% | $10,827-96.5% |