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 | $25,763 | $56,199-54.2% | $67,652-61.9% | $59,632-56.8% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -1.81% | 18505.31%-18507.1pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,181 | $1,614+97.0% | $2,266+40.4% | $2,203+44.4% |
| Participant deferral / active EE | $1,082 | $2,844-62.0% | $3,560-69.6% | $3,192-66.1% |
| Admin fee / account holder | $650 | $3,958-83.6% | $4,821-86.5% | $4,297-84.9% |