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 | $27,269 | $167,307-83.7% | $143,757-81.0% | $134,475-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.86% | 0.46%-13.3pp | -0.04%-12.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,714 | $5,619-69.5% | $4,951-65.4% | $4,740-63.8% |
| Participant deferral / active EE | $650 | $6,446-89.9% | $5,637-88.5% | $6,400-89.8% |
| Admin fee / account holder | $343 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |