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 | $51,669 | $94,529-45.3% | $140,016-63.1% | $64,186-19.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -6.93% | 7.77%-14.7pp | 651.12%-658.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,211 | $3,812-42.0% | $5,606-60.6% | $2,381-7.1% |
| Participant deferral / active EE | $1,939 | $5,250-63.1% | $6,927-72.0% | $3,470-44.1% |
| Admin fee / account holder | $1,045 | $6,741-84.5% | $10,705-90.2% | $4,888-78.6% |