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 | $61,438 | $138,044-55.5% | $125,339-51.0% | $134,475-54.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -13.95% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,344 | $5,243-74.4% | $4,814-72.1% | $4,740-71.6% |
| Participant deferral / active EE | $1,338 | $7,799-82.8% | $7,446-82.0% | $6,400-79.1% |
| Admin fee / account holder | $2,969 | $11,571-74.3% | $10,010-70.3% | $11,426-74.0% |