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 | $98,797 | $138,065-28.4% | $123,544-20.0% | $135,375-27.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.37% | 153.68%-155.1pp | 119.20%-120.6pp | 519.73%-521.1pp |
| Employer contribution / active EE | $7,951 | $5,151+54.3% | $4,628+71.8% | $4,779+66.4% |
| Participant deferral / active EE | $1,240 | $6,799-81.8% | $6,426-80.7% | $5,609-77.9% |
| Admin fee / account holder | $11,747 | $10,916+7.6% | $9,284+26.5% | $10,827+8.5% |