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 | $26,087 | $76,000-65.7% | $154,107-83.1% | $64,186-59.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 1.37% | 30.32%-28.9pp | 735.12%-733.7pp | 7.63%-6.3pp |
| Employer contribution / active EE | $4,090 | $3,351+22.0% | $5,298-22.8% | $2,381+71.8% |
| Participant deferral / active EE | $2 | $3,175-99.9% | $5,081-100.0% | $3,470-99.9% |
| Admin fee / account holder | $2,598 | $5,596-53.6% | $13,411-80.6% | $4,888-46.9% |