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 | $118,266 | $84,487+40.0% | $125,339-5.6% | $66,914+76.7% |
| Participation rate | 70.9% | 76.4%-5.5pp | 82.4%-11.4pp | 69.8%+1.1pp |
| Annual return | -16.98% | -8.39%-8.6pp | 572.05%-589.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,659 | $3,553-25.2% | $4,814-44.8% | $2,544+4.5% |
| Participant deferral / active EE | $1,688 | $6,781-75.1% | $7,446-77.3% | $4,237-60.2% |
| Admin fee / account holder | $4,606 | $685+572.4% | $10,010-54.0% | $593+676.4% |