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 | $48,366 | $160,055-69.8% | $140,016-65.5% | $135,375-64.3% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.5%+7.7pp | 82.6%+12.6pp |
| Annual return | -2.87% | 911.38%-914.2pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $3,118 | $6,420-51.4% | $5,606-44.4% | $4,779-34.8% |
| Participant deferral / active EE | $1,898 | $7,642-75.2% | $6,927-72.6% | $5,609-66.2% |
| Admin fee / account holder | $1,717 | $13,328-87.1% | $10,705-84.0% | $10,827-84.1% |