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 | $17,837 | $129,942-86.3% | $104,294-82.9% | $134,475-86.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | 42.03%-55.6pp | 24.61%-38.2pp | 417.96%-431.5pp |
| Employer contribution / active EE | $869 | $4,184-79.2% | $3,372-74.2% | $4,740-81.7% |
| Participant deferral / active EE | $1,298 | $5,588-76.8% | $4,625-71.9% | $6,400-79.7% |
| Admin fee / account holder | $5,007 | $9,323-46.3% | $7,339-31.8% | $11,426-56.2% |