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 | $34,904 | $160,055-78.2% | $140,016-75.1% | $135,375-74.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.10% | 911.38%-916.5pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,012 | $6,420-37.5% | $5,606-28.4% | $4,779-16.0% |
| Participant deferral / active EE | $802 | $7,642-89.5% | $6,927-88.4% | $5,609-85.7% |
| Admin fee / account holder | $2,783 | $13,328-79.1% | $10,705-74.0% | $10,827-74.3% |