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 | $112,930 | $168,632-33.0% | $147,614-23.5% | $125,391-9.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.62% | 77.65%-79.3pp | 61.98%-63.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,727 | $6,252-72.4% | $5,564-69.0% | $4,866-64.5% |
| Participant deferral / active EE | $321 | $5,507-94.2% | $4,895-93.4% | $5,352-94.0% |
| Admin fee / account holder | $3,311 | $13,580-75.6% | $11,611-71.5% | $9,540-65.3% |