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 | $40,496 | $138,044-70.7% | $125,339-67.7% | $134,475-69.9% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -17.39% | 750.33%-767.7pp | 572.05%-589.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,375 | $5,243-73.8% | $4,814-71.4% | $4,740-71.0% |
| Participant deferral / active EE | $2,159 | $7,799-72.3% | $7,446-71.0% | $6,400-66.3% |
| Admin fee / account holder | $1,394 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |