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 | $74,049 | $93,024-20.4% | $77,024-3.9% | $134,475-44.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.48% | 62.60%-82.1pp | 42.32%-61.8pp | 417.96%-437.4pp |
| Employer contribution / active EE | $541 | $3,418-84.2% | $2,812-80.8% | $4,740-88.6% |
| Participant deferral / active EE | $784 | $5,238-85.0% | $4,426-82.3% | $6,400-87.8% |
| Admin fee / account holder | $2,870 | $6,944-58.7% | $5,425-47.1% | $11,426-74.9% |