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 | $48,011 | $160,055-70.0% | $140,016-65.7% | $135,375-64.5% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -7.66% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,573 | $6,420-75.5% | $5,606-71.9% | $4,779-67.1% |
| Participant deferral / active EE | $1,780 | $7,642-76.7% | $6,927-74.3% | $5,609-68.3% |
| Admin fee / account holder | $5,145 | $13,328-61.4% | $10,705-51.9% | $10,827-52.5% |