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 | $36,832 | $94,529-61.0% | $140,016-73.7% | $64,186-42.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.54% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,610 | $3,812-5.3% | $5,606-35.6% | $2,381+51.6% |
| Participant deferral / active EE | $2,019 | $5,250-61.5% | $6,927-70.9% | $3,470-41.8% |
| Admin fee / account holder | $774 | $6,741-88.5% | $10,705-92.8% | $4,888-84.2% |