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 | $42,962 | $147,727-70.9% | $115,756-62.9% | $134,475-68.1% |
| Participation rate | 88.9% | 80.4%+8.4pp | 77.1%+11.8pp | 81.2%+7.7pp |
| Annual return | -10.64% | 73.96%-84.6pp | 143.14%-153.8pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,347 | $4,713-71.4% | $3,793-64.5% | $4,740-71.6% |
| Participant deferral / active EE | $1,900 | $7,563-74.9% | $6,254-69.6% | $6,400-70.3% |
| Admin fee / account holder | $2,099 | $14,571-85.6% | $8,124-74.2% | $11,426-81.6% |