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 | $100,619 | $129,942-22.6% | $104,294-3.5% | $134,475-25.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.08% | 42.03%-60.1pp | 24.61%-42.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,525 | $4,184-39.6% | $3,372-25.1% | $4,740-46.7% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $10,516 | $9,323+12.8% | $7,339+43.3% | $11,426-8.0% |