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 | $66,465 | $138,065-51.9% | $123,544-46.2% | $135,375-50.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.33% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,554 | $5,151-69.8% | $4,628-66.4% | $4,779-67.5% |
| Participant deferral / active EE | $1,870 | $6,799-72.5% | $6,426-70.9% | $5,609-66.7% |
| Admin fee / account holder | $6,980 | $10,916-36.1% | $9,284-24.8% | $10,827-35.5% |