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 | $39,836 | $99,032-59.8% | $80,019-50.2% | $135,375-70.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.13% | 15.39%-21.5pp | 11.22%-17.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $7,563 | $3,043+148.5% | $2,468+206.4% | $4,779+58.3% |
| Participant deferral / active EE | $575 | $4,282-86.6% | $3,686-84.4% | $5,609-89.8% |
| Admin fee / account holder | $3,794 | $10,436-63.6% | $6,521-41.8% | $10,827-65.0% |