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 | $38,969 | $160,055-75.7% | $140,016-72.2% | $135,375-71.2% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -3.96% | 911.38%-915.3pp | 651.12%-655.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,380 | $6,420-78.5% | $5,606-75.4% | $4,779-71.1% |
| Participant deferral / active EE | $1,638 | $7,642-78.6% | $6,927-76.4% | $5,609-70.8% |
| Admin fee / account holder | $1,208 | $13,328-90.9% | $10,705-88.7% | $10,827-88.8% |