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 | $30,158 | $167,484-82.0% | $151,611-80.1% | $134,475-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.07% | 7.80%-12.9pp | 3.33%-8.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $6,692 | $6,829-2.0% | $6,166+8.5% | $4,740+41.2% |
| Participant deferral / active EE | $648 | $8,986-92.8% | $8,363-92.3% | $6,400-89.9% |
| Admin fee / account holder | $67,167 | $13,783+387.3% | $11,616+478.2% | $11,426+487.9% |