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 | $67,273 | $135,635-50.4% | $110,238-39.0% | $135,375-50.3% |
| Participation rate | 91.3% | 83.5%+7.8pp | 79.8%+11.5pp | 82.6%+8.7pp |
| Annual return | -8.24% | 513.19%-521.4pp | 314.74%-323.0pp | 519.73%-528.0pp |
| Employer contribution / active EE | $8,612 | $4,906+75.5% | $3,826+125.1% | $4,779+80.2% |
| Participant deferral / active EE | $1,366 | $5,506-75.2% | $4,672-70.8% | $5,609-75.6% |
| Admin fee / account holder | $1,666 | $11,457-85.5% | $8,547-80.5% | $10,827-84.6% |