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 | $42,306 | $64,307-34.2% | $57,343-26.2% | $125,391-66.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.25% | 25.12%-24.9pp | 24.39%-24.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $5,984 | $3,193+87.4% | $2,689+122.6% | $4,866+23.0% |
| Participant deferral / active EE | $75 | $3,848-98.1% | $3,162-97.6% | $5,352-98.6% |
| Admin fee / account holder | $2,670 | $5,242-49.1% | $3,356-20.4% | $9,540-72.0% |