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 | $10,905 | $99,640-89.1% | $86,436-87.4% | $134,475-91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.38% | 6782.58%-6796.0pp | 4394.89%-4408.3pp | 417.96%-431.3pp |
| Employer contribution / active EE | $957 | $4,400-78.3% | $3,769-74.6% | $4,740-79.8% |
| Participant deferral / active EE | $2,077 | $7,246-71.3% | $6,952-70.1% | $6,400-67.5% |
| Admin fee / account holder | $304 | $8,371-96.4% | $6,731-95.5% | $11,426-97.3% |