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 | $31,362 | $138,044-77.3% | $125,339-75.0% | $134,475-76.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.10% | 750.33%-764.4pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,688 | $5,243-67.8% | $4,814-64.9% | $4,740-64.4% |
| Participant deferral / active EE | $2,344 | $7,799-69.9% | $7,446-68.5% | $6,400-63.4% |
| Admin fee / account holder | $16,096 | $11,571+39.1% | $10,010+60.8% | $11,426+40.9% |