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 | $47,987 | $138,065-65.2% | $123,544-61.2% | $135,375-64.6% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -4.16% | 153.68%-157.8pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,965 | $5,151-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $1,103 | $6,799-83.8% | $6,426-82.8% | $5,609-80.3% |
| Admin fee / account holder | $5,742 | $10,916-47.4% | $9,284-38.1% | $10,827-47.0% |