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 | $57,250 | $117,690-51.4% | $71,735-20.2% | $134,475-57.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -12.36% | 25.44%-37.8pp | 9.14%-21.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $18,527 | $2,525+633.9% | $1,704+987.3% | $4,740+290.9% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,781 | $6,379+53.3% | $3,974+146.1% | $11,426-14.4% |