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 | $40,251 | $180,449-77.7% | $154,107-73.9% | $135,375-70.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -2.72% | 888.09%-890.8pp | 735.12%-737.8pp | 519.73%-522.5pp |
| Employer contribution / active EE | $3,125 | $6,035-48.2% | $5,298-41.0% | $4,779-34.6% |
| Participant deferral / active EE | $1,714 | $5,806-70.5% | $5,081-66.3% | $5,609-69.4% |
| Admin fee / account holder | $12,267 | $16,143-24.0% | $13,411-8.5% | $10,827+13.3% |