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 | $69,965 | $138,065-49.3% | $123,544-43.4% | $135,375-48.3% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.26% | 153.68%-157.9pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,546 | $5,151-50.6% | $4,628-45.0% | $4,779-46.7% |
| Participant deferral / active EE | $1,429 | $6,799-79.0% | $6,426-77.8% | $5,609-74.5% |
| Admin fee / account holder | $1,701 | $10,916-84.4% | $9,284-81.7% | $10,827-84.3% |