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 | $19,507 | $75,828-74.3% | $147,614-86.8% | $59,632-67.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.67% | 0.37%-1.0pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $654 | $3,485-81.2% | $5,564-88.2% | $2,203-70.3% |
| Participant deferral / active EE | $818 | $3,130-73.9% | $4,895-83.3% | $3,192-74.4% |
| Admin fee / account holder | $1,558 | $5,985-74.0% | $11,611-86.6% | $4,297-63.7% |