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 | $42,247 | $82,664-48.9% | $125,339-66.3% | $68,494-38.3% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -14.45% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,547 | $3,381-24.7% | $4,814-47.1% | $2,596-1.9% |
| Participant deferral / active EE | $1,653 | $6,110-72.9% | $7,446-77.8% | $4,027-59.0% |
| Admin fee / account holder | $2,659 | $6,275-57.6% | $10,010-73.4% | $5,403-50.8% |