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 | $40,215 | $180,449-77.7% | $154,107-73.9% | $135,375-70.3% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | -2.09% | 888.09%-890.2pp | 735.12%-737.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,456 | $6,035-75.9% | $5,298-72.5% | $4,779-69.5% |
| Participant deferral / active EE | $1,970 | $5,806-66.1% | $5,081-61.2% | $5,609-64.9% |
| Admin fee / account holder | $4,293 | $16,143-73.4% | $13,411-68.0% | $10,827-60.4% |