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 | $149,530 | $138,065+8.3% | $123,544+21.0% | $135,375+10.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.60% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.1pp |
| Employer contribution / active EE | $2,941 | $5,151-42.9% | $4,628-36.4% | $4,779-38.4% |
| Participant deferral / active EE | $342 | $6,799-95.0% | $6,426-94.7% | $5,609-93.9% |
| Admin fee / account holder | $30,180 | $10,916+176.5% | $9,284+225.1% | $10,827+178.7% |