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 | $71,177 | $135,635-47.5% | $110,238-35.4% | $135,375-47.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.49% | 513.19%-517.7pp | 314.74%-319.2pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,955 | $4,906-39.8% | $3,826-22.8% | $4,779-38.2% |
| Participant deferral / active EE | $388 | $5,506-93.0% | $4,672-91.7% | $5,609-93.1% |
| Admin fee / account holder | $5,738 | $11,457-49.9% | $8,547-32.9% | $10,827-47.0% |