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 | $113,318 | $114,237-0.8% | $119,258-5.0% | $167,490-32.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 10.55% | 29.87%-19.3pp | 30.69%-20.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $3,787 | $4,481-15.5% | $4,384-13.6% | $4,837-21.7% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $87,556 | $8,932+880.2% | $7,226+1111.7% | $12,309+611.3% |