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 | $118,291 | $160,055-26.1% | $140,016-15.5% | $135,375-12.6% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -4.94% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,921 | $6,420-70.1% | $5,606-65.7% | $4,779-59.8% |
| Participant deferral / active EE | $2,316 | $7,642-69.7% | $6,927-66.6% | $5,609-58.7% |
| Admin fee / account holder | $14,871 | $13,328+11.6% | $10,705+38.9% | $10,827+37.3% |