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 | $102,798 | $168,632-39.0% | $147,614-30.4% | $125,391-18.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.75% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,950 | $6,252-36.8% | $5,564-29.0% | $4,866-18.8% |
| Participant deferral / active EE | $427 | $5,507-92.2% | $4,895-91.3% | $5,352-92.0% |
| Admin fee / account holder | $8,760 | $13,580-35.5% | $11,611-24.6% | $9,540-8.2% |