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 | $34,561 | $160,055-78.4% | $140,016-75.3% | $135,375-74.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.96% | 911.38%-918.3pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,183 | $6,420-66.0% | $5,606-61.1% | $4,779-54.3% |
| Participant deferral / active EE | $2,619 | $7,642-65.7% | $6,927-62.2% | $5,609-53.3% |
| Admin fee / account holder | $4,082 | $13,328-69.4% | $10,705-61.9% | $10,827-62.3% |