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 | $85,277 | $160,055-46.7% | $140,016-39.1% | $135,375-37.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -4.40% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,388 | $6,420-78.4% | $5,606-75.2% | $4,779-71.0% |
| Participant deferral / active EE | $2,518 | $7,642-67.0% | $6,927-63.6% | $5,609-55.1% |
| Admin fee / account holder | $18,808 | $13,328+41.1% | $10,705+75.7% | $10,827+73.7% |