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 | $71,389 | $138,065-48.3% | $123,544-42.2% | $135,375-47.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.37% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $1,174 | $5,151-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $1,426 | $6,799-79.0% | $6,426-77.8% | $5,609-74.6% |
| Admin fee / account holder | $70,641 | $10,916+547.1% | $9,284+660.9% | $10,827+552.4% |