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 | $37,895 | $97,757-61.2% | $83,848-54.8% | $135,375-72.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.27% | 1287.37%-1291.6pp | 850.88%-855.1pp | 519.73%-524.0pp |
| Employer contribution / active EE | $2,145 | $4,222-49.2% | $3,631-40.9% | $4,779-55.1% |
| Participant deferral / active EE | $976 | $4,682-79.2% | $4,082-76.1% | $5,609-82.6% |
| Admin fee / account holder | $517 | $6,674-92.3% | $5,478-90.6% | $10,827-95.2% |