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 | $100,967 | $168,632-40.1% | $147,614-31.6% | $125,391-19.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.49% | 77.65%-79.1pp | 61.98%-63.5pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,911 | $6,252-69.4% | $5,564-65.7% | $4,866-60.7% |
| Participant deferral / active EE | $1,266 | $5,507-77.0% | $4,895-74.1% | $5,352-76.3% |
| Admin fee / account holder | $959 | $13,580-92.9% | $11,611-91.7% | $9,540-89.9% |