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 | $111,396 | $97,757+14.0% | $83,848+32.9% | $135,375-17.7% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.51% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $15,000 | $4,222+255.3% | $3,631+313.1% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $916 | $6,674-86.3% | $5,478-83.3% | $10,827-91.5% |