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 | $78,163 | $160,055-51.2% | $140,016-44.2% | $135,375-42.3% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -2.47% | 911.38%-913.8pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $2,476 | $6,420-61.4% | $5,606-55.8% | $4,779-48.2% |
| Participant deferral / active EE | $2,029 | $7,642-73.4% | $6,927-70.7% | $5,609-63.8% |
| Admin fee / account holder | $5,803 | $13,328-56.5% | $10,705-45.8% | $10,827-46.4% |