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 | $65,781 | $160,055-58.9% | $140,016-53.0% | $135,375-51.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -6.90% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,563 | $6,420-75.7% | $5,606-72.1% | $4,779-67.3% |
| Participant deferral / active EE | $2,467 | $7,642-67.7% | $6,927-64.4% | $5,609-56.0% |
| Admin fee / account holder | $1,757 | $13,328-86.8% | $10,705-83.6% | $10,827-83.8% |