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 6-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 | $60,285 | $133,958-55.0% | $112,228-46.3% | $134,475-55.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.18% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,309 | $4,038-42.8% | $3,635-36.5% | $4,740-51.3% |
| Participant deferral / active EE | $83 | $5,291-98.4% | $4,728-98.2% | $6,400-98.7% |
| Admin fee / account holder | $875 | $7,489-88.3% | $6,410-86.3% | $11,426-92.3% |