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 | $53,117 | $113,935-53.4% | $94,224-43.6% | $125,391-57.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.77% | 5.29%-4.5pp | 10.68%-9.9pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,077 | $4,727-56.1% | $3,587-42.1% | $4,866-57.3% |
| Participant deferral / active EE | $1,480 | $5,179-71.4% | $4,320-65.7% | $5,352-72.3% |
| Admin fee / account holder | $692 | $8,391-91.8% | $6,269-89.0% | $9,540-92.7% |