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 | $19,819 | $84,695-76.6% | $73,843-73.2% | $125,391-84.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.41% | 3123.53%-3124.9pp | 2267.84%-2269.2pp | 282.22%-283.6pp |
| Employer contribution / active EE | $734 | $3,123-76.5% | $2,787-73.7% | $4,866-84.9% |
| Participant deferral / active EE | $88 | $3,992-97.8% | $3,583-97.5% | $5,352-98.4% |
| Admin fee / account holder | $2,419 | $5,691-57.5% | $4,880-50.4% | $9,540-74.6% |