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 | $115,505 | $190,805-39.5% | $159,960-27.8% | $134,475-14.1% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -13.48% | 552.23%-565.7pp | 408.60%-422.1pp | 417.96%-431.4pp |
| Employer contribution / active EE | $4,781 | $4,995-4.3% | $4,226+13.1% | $4,740+0.9% |
| Participant deferral / active EE | $1,283 | $6,923-81.5% | $6,182-79.2% | $6,400-80.0% |
| Admin fee / account holder | $3,052 | $10,471-70.8% | $8,698-64.9% | $11,426-73.3% |