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 | $41,794 | $138,065-69.7% | $123,544-66.2% | $135,375-69.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.16% | 153.68%-156.8pp | 119.20%-122.4pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,487 | $5,151-32.3% | $4,628-24.6% | $4,779-27.0% |
| Participant deferral / active EE | $1,442 | $6,799-78.8% | $6,426-77.6% | $5,609-74.3% |
| Admin fee / account holder | $927 | $10,916-91.5% | $9,284-90.0% | $10,827-91.4% |