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 | $20,277 | $49,177-58.8% | $79,464-74.5% | $64,186-68.4% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.6%+26.4pp |
| Annual return | -3.98% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,502 | $2,076+116.8% | $2,800+60.8% | $2,381+89.1% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,590 | $3,839-58.6% | $5,113-68.9% | $4,888-67.5% |