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 | $48,585 | $64,307-24.4% | $57,343-15.3% | $125,391-61.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.59% | 25.12%-27.7pp | 24.39%-27.0pp | 282.22%-284.8pp |
| Employer contribution / active EE | $10,315 | $3,193+223.1% | $2,689+283.7% | $4,866+112.0% |
| Participant deferral / active EE | $250 | $3,848-93.5% | $3,162-92.1% | $5,352-95.3% |
| Admin fee / account holder | $6,342 | $5,242+21.0% | $3,356+89.0% | $9,540-33.5% |