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 | $35,922 | $160,055-77.6% | $140,016-74.3% | $135,375-73.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.49% | 911.38%-912.9pp | 651.12%-652.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,654 | $6,420-74.2% | $5,606-70.5% | $4,779-65.4% |
| Participant deferral / active EE | $1,834 | $7,642-76.0% | $6,927-73.5% | $5,609-67.3% |
| Admin fee / account holder | $3,486 | $13,328-73.8% | $10,705-67.4% | $10,827-67.8% |