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 | $34,942 | $97,757-64.3% | $83,848-58.3% | $135,375-74.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.14% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $3,001 | $4,222-28.9% | $3,631-17.3% | $4,779-37.2% |
| Participant deferral / active EE | $32 | $4,682-99.3% | $4,082-99.2% | $5,609-99.4% |
| Admin fee / account holder | $2,062 | $6,674-69.1% | $5,478-62.4% | $10,827-81.0% |