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 | $47,862 | $97,757-51.0% | $83,848-42.9% | $135,375-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.66% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $4,365 | $4,222+3.4% | $3,631+20.2% | $4,779-8.7% |
| Participant deferral / active EE | $421 | $4,682-91.0% | $4,082-89.7% | $5,609-92.5% |
| Admin fee / account holder | $10,722 | $6,674+60.7% | $5,478+95.7% | $10,827-1.0% |