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 | $83,245 | $167,484-50.3% | $151,611-45.1% | $134,475-38.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.13% | 7.80%-22.9pp | 3.33%-18.5pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,577 | $6,829-18.3% | $6,166-9.6% | $4,740+17.7% |
| Participant deferral / active EE | $27 | $8,986-99.7% | $8,363-99.7% | $6,400-99.6% |
| Admin fee / account holder | $755 | $13,783-94.5% | $11,616-93.5% | $11,426-93.4% |