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 | $57,810 | $160,055-63.9% | $140,016-58.7% | $135,375-57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.45% | 911.38%-914.8pp | 651.12%-654.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $3,490 | $6,420-45.6% | $5,606-37.7% | $4,779-27.0% |
| Participant deferral / active EE | $2,388 | $7,642-68.7% | $6,927-65.5% | $5,609-57.4% |
| Admin fee / account holder | $10,415 | $13,328-21.9% | $10,705-2.7% | $10,827-3.8% |