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 | $71,536 | $82,664-13.5% | $125,339-42.9% | $68,494+4.4% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -14.43% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,875 | $3,381-44.5% | $4,814-61.0% | $2,596-27.8% |
| Participant deferral / active EE | $2,297 | $6,110-62.4% | $7,446-69.2% | $4,027-43.0% |
| Admin fee / account holder | $7,986 | $6,275+27.3% | $10,010-20.2% | $5,403+47.8% |