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 | $34,060 | $135,635-74.9% | $110,238-69.1% | $135,375-74.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.69% | 513.19%-517.9pp | 314.74%-319.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $3,243 | $4,906-33.9% | $3,826-15.2% | $4,779-32.1% |
| Participant deferral / active EE | $1,405 | $5,506-74.5% | $4,672-69.9% | $5,609-75.0% |
| Admin fee / account holder | $24,282 | $11,457+111.9% | $8,547+184.1% | $10,827+124.3% |