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 | $72,906 | $97,757-25.4% | $83,848-13.0% | $135,375-46.1% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -6.03% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,563 | $4,222-63.0% | $3,631-57.0% | $4,779-67.3% |
| Participant deferral / active EE | $358 | $4,682-92.4% | $4,082-91.2% | $5,609-93.6% |
| Admin fee / account holder | $3,817 | $6,674-42.8% | $5,478-30.3% | $10,827-64.7% |