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 | $73,140 | $97,757-25.2% | $83,848-12.8% | $135,375-46.0% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -0.46% | 1287.37%-1287.8pp | 850.88%-851.3pp | 519.73%-520.2pp |
| Employer contribution / active EE | $4,791 | $4,222+13.5% | $3,631+32.0% | $4,779+0.3% |
| Participant deferral / active EE | $1,139 | $4,682-75.7% | $4,082-72.1% | $5,609-79.7% |
| Admin fee / account holder | $358 | $6,674-94.6% | $5,478-93.5% | $10,827-96.7% |