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 | $33,809 | $99,640-66.1% | $86,436-60.9% | $134,475-74.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.38% | 6782.58%-6802.0pp | 4394.89%-4414.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $724 | $4,400-83.6% | $3,769-80.8% | $4,740-84.7% |
| Participant deferral / active EE | $1,111 | $7,246-84.7% | $6,952-84.0% | $6,400-82.6% |
| Admin fee / account holder | $844 | $8,371-89.9% | $6,731-87.5% | $11,426-92.6% |