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 | $84,637 | $138,065-38.7% | $123,544-31.5% | $135,375-37.5% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.86% | 153.68%-160.5pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,221 | $5,151-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,070 | $6,799-69.6% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $2,140 | $10,916-80.4% | $9,284-76.9% | $10,827-80.2% |