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 | $27,689 | $95,971-71.1% | $74,550-62.9% | $135,375-79.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.79% | 56.96%-62.8pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,857 | $2,716+5.2% | $1,961+45.7% | $4,779-40.2% |
| Participant deferral / active EE | $429 | $3,843-88.8% | $3,108-86.2% | $5,609-92.4% |
| Admin fee / account holder | $634 | $6,522-90.3% | $5,060-87.5% | $10,827-94.1% |