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 | $89,350 | $92,222-3.1% | $76,768+16.4% | $135,375-34.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 5.46%-13.1pp | 2.43%-10.0pp | 519.73%-527.4pp |
| Employer contribution / active EE | $2,857 | $3,216-11.2% | $2,485+15.0% | $4,779-40.2% |
| Participant deferral / active EE | $1,347 | $4,509-70.1% | $3,852-65.0% | $5,609-76.0% |
| Admin fee / account holder | $3,317 | $10,748-69.1% | $6,675-50.3% | $10,827-69.4% |