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 | $56,212 | $138,065-59.3% | $123,544-54.5% | $135,375-58.5% |
| Participation rate | 76.5% | 84.7%-8.3pp | 82.3%-5.8pp | 82.6%-6.2pp |
| Annual return | -4.79% | 153.68%-158.5pp | 119.20%-124.0pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,747 | $5,151-66.1% | $4,628-62.2% | $4,779-63.4% |
| Participant deferral / active EE | $2,004 | $6,799-70.5% | $6,426-68.8% | $5,609-64.3% |
| Admin fee / account holder | $4,583 | $10,916-58.0% | $9,284-50.6% | $10,827-57.7% |