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 | $68,693 | $67,331+2.0% | $60,874+12.8% | $134,475-48.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -3.65% | 49.93%-53.6pp | 16.90%-20.5pp | 417.96%-421.6pp |
| Employer contribution / active EE | $2,845 | $3,096-8.1% | $2,701+5.3% | $4,740-40.0% |
| Participant deferral / active EE | $553 | $4,538-87.8% | $3,817-85.5% | $6,400-91.4% |
| Admin fee / account holder | $802 | $4,582-82.5% | $3,224-75.1% | $11,426-93.0% |