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 | $60,602 | $91,538-33.8% | $129,995-53.4% | $75,163-19.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.41% | -631.11%+644.5pp | -137.18%+150.6pp | 160.62%-147.2pp |
| Employer contribution / active EE | $4,306 | $2,845+51.3% | $4,320-0.3% | $2,670+61.3% |
| Participant deferral / active EE | $162 | $4,341-96.3% | $5,820-97.2% | $4,125-96.1% |
| Admin fee / account holder | $9,749 | $6,790+43.6% | $10,614-8.2% | $5,651+72.5% |