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 | $57,330 | $160,055-64.2% | $140,016-59.1% | $135,375-57.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.81% | 911.38%-916.2pp | 651.12%-655.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,118 | $6,420-35.9% | $5,606-26.5% | $4,779-13.8% |
| Participant deferral / active EE | $842 | $7,642-89.0% | $6,927-87.8% | $5,609-85.0% |
| Admin fee / account holder | $22,777 | $13,328+70.9% | $10,705+112.8% | $10,827+110.4% |