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 | $76,650 | $197,825-61.3% | $155,790-50.8% | $125,391-38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.12% | 86.74%-86.6pp | 71.54%-71.4pp | 282.22%-282.1pp |
| Employer contribution / active EE | $812 | $4,847-83.2% | $3,836-78.8% | $4,866-83.3% |
| Participant deferral / active EE | $603 | $5,630-89.3% | $4,797-87.4% | $5,352-88.7% |
| Admin fee / account holder | $1,314 | $9,545-86.2% | $7,478-82.4% | $9,540-86.2% |