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 | $47,327 | $138,065-65.7% | $123,544-61.7% | $135,375-65.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.45% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,209 | $5,151-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $1,932 | $6,799-71.6% | $6,426-69.9% | $5,609-65.6% |
| Admin fee / account holder | $4,439 | $10,916-59.3% | $9,284-52.2% | $10,827-59.0% |