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 | $69,857 | $138,044-49.4% | $125,339-44.3% | $134,475-48.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -9.26% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $1,703 | $5,243-67.5% | $4,814-64.6% | $4,740-64.1% |
| Participant deferral / active EE | $1,874 | $7,799-76.0% | $7,446-74.8% | $6,400-70.7% |
| Admin fee / account holder | $49,128 | $11,571+324.6% | $10,010+390.8% | $11,426+330.0% |