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 | $66,789 | $78,694-15.1% | $67,652-1.3% | $125,391-46.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.43% | 9.46%-11.9pp | 6625.04%-6627.5pp | 282.22%-284.7pp |
| Employer contribution / active EE | $500 | $3,044-83.6% | $2,266-77.9% | $4,866-89.7% |
| Participant deferral / active EE | $675 | $4,292-84.3% | $3,560-81.0% | $5,352-87.4% |
| Admin fee / account holder | $1,537 | $7,403-79.2% | $4,821-68.1% | $9,540-83.9% |