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 | $23,899 | $167,484-85.7% | $151,611-84.2% | $134,475-82.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.03% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,020 | $6,829-70.4% | $6,166-67.2% | $4,740-57.4% |
| Participant deferral / active EE | $2,426 | $8,986-73.0% | $8,363-71.0% | $6,400-62.1% |
| Admin fee / account holder | $5,979 | $13,783-56.6% | $11,616-48.5% | $11,426-47.7% |