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 | $110,571 | $138,065-19.9% | $123,544-10.5% | $135,375-18.3% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -4.57% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,236 | $5,151-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $1,597 | $6,799-76.5% | $6,426-75.1% | $5,609-71.5% |
| Admin fee / account holder | $1,166 | $10,916-89.3% | $9,284-87.4% | $10,827-89.2% |