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 | $66,842 | $67,331-0.7% | $60,874+9.8% | $134,475-50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.69% | 49.93%-58.6pp | 16.90%-25.6pp | 417.96%-426.7pp |
| Employer contribution / active EE | $3,473 | $3,096+12.2% | $2,701+28.6% | $4,740-26.7% |
| Participant deferral / active EE | $708 | $4,538-84.4% | $3,817-81.5% | $6,400-88.9% |
| Admin fee / account holder | $3,517 | $4,582-23.2% | $3,224+9.1% | $11,426-69.2% |