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 | $101,291 | $138,065-26.6% | $123,544-18.0% | $135,375-25.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.58% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,320 | $5,151-55.0% | $4,628-49.9% | $4,779-51.4% |
| Participant deferral / active EE | $834 | $6,799-87.7% | $6,426-87.0% | $5,609-85.1% |
| Admin fee / account holder | $696 | $10,916-93.6% | $9,284-92.5% | $10,827-93.6% |