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 | $25,097 | $167,484-85.0% | $151,611-83.4% | $134,475-81.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.19% | 7.80%-23.0pp | 3.33%-18.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,195 | $6,829-38.6% | $6,166-32.0% | $4,740-11.5% |
| Participant deferral / active EE | $1,467 | $8,986-83.7% | $8,363-82.5% | $6,400-77.1% |
| Admin fee / account holder | $2,856 | $13,783-79.3% | $11,616-75.4% | $11,426-75.0% |