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 | $47,443 | $160,055-70.4% | $140,016-66.1% | $135,375-65.0% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -5.80% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,742 | $6,420-72.9% | $5,606-68.9% | $4,779-63.5% |
| Participant deferral / active EE | $2,133 | $7,642-72.1% | $6,927-69.2% | $5,609-62.0% |
| Admin fee / account holder | $1,857 | $13,328-86.1% | $10,705-82.7% | $10,827-82.8% |