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 | $107,170 | $138,065-22.4% | $123,544-13.3% | $135,375-20.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.63% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $8,441 | $5,151+63.8% | $4,628+82.4% | $4,779+76.6% |
| Participant deferral / active EE | $33 | $6,799-99.5% | $6,426-99.5% | $5,609-99.4% |
| Admin fee / account holder | $7,405 | $10,916-32.2% | $9,284-20.2% | $10,827-31.6% |