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 | $150,992 | $160,055-5.7% | $140,016+7.8% | $135,375+11.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.5%-9.7pp | 82.6%-4.9pp |
| Annual return | -4.67% | 911.38%-916.0pp | 651.12%-655.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,568 | $6,420-28.8% | $5,606-18.5% | $4,779-4.4% |
| Participant deferral / active EE | $1,205 | $7,642-84.2% | $6,927-82.6% | $5,609-78.5% |
| Admin fee / account holder | $378 | $13,328-97.2% | $10,705-96.5% | $10,827-96.5% |