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 | $74,480 | $94,529-21.2% | $140,016-46.8% | $64,186+16.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.22% | 7.77%-15.0pp | 651.12%-658.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,131 | $3,812+8.3% | $5,606-26.3% | $2,381+73.5% |
| Participant deferral / active EE | $1,144 | $5,250-78.2% | $6,927-83.5% | $3,470-67.0% |
| Admin fee / account holder | $11,473 | $6,741+70.2% | $10,705+7.2% | $4,888+134.7% |