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 | $31,987 | $97,757-67.3% | $83,848-61.9% | $135,375-76.4% |
| Participation rate | 78.6% | 80.0%-1.4pp | 76.1%+2.4pp | 82.6%-4.1pp |
| Annual return | -4.49% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,039 | $4,222-28.0% | $3,631-16.3% | $4,779-36.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,858 | $6,674+122.6% | $5,478+171.2% | $10,827+37.2% |