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 | $16,268 | $97,044-83.2% | $83,333-80.5% | $135,375-88.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.68% | 12.31%-21.0pp | 10.63%-19.3pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,028 | $4,143-51.1% | $3,379-40.0% | $4,779-57.6% |
| Participant deferral / active EE | $1,190 | $5,964-80.0% | $5,565-78.6% | $5,609-78.8% |
| Admin fee / account holder | $1,183 | $8,380-85.9% | $7,510-84.2% | $10,827-89.1% |