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 | $63,703 | $97,757-34.8% | $83,848-24.0% | $135,375-52.9% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -5.66% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,312 | $4,222-68.9% | $3,631-63.9% | $4,779-72.5% |
| Participant deferral / active EE | $705 | $4,682-85.0% | $4,082-82.7% | $5,609-87.4% |
| Admin fee / account holder | $4,687 | $6,674-29.8% | $5,478-14.4% | $10,827-56.7% |