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 | $33,253 | $76,000-56.2% | $154,107-78.4% | $64,186-48.2% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.7pp |
| Annual return | -5.68% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,705 | $3,351-49.1% | $5,298-67.8% | $2,381-28.4% |
| Participant deferral / active EE | $688 | $3,175-78.3% | $5,081-86.5% | $3,470-80.2% |
| Admin fee / account holder | $914 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |