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 | $110,398 | $133,958-17.6% | $112,228-1.6% | $134,475-17.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.83% | 47.11%-54.9pp | 27.45%-35.3pp | 417.96%-425.8pp |
| Employer contribution / active EE | $5,077 | $4,038+25.7% | $3,635+39.7% | $4,740+7.1% |
| Participant deferral / active EE | $31 | $5,291-99.4% | $4,728-99.4% | $6,400-99.5% |
| Admin fee / account holder | $6,373 | $7,489-14.9% | $6,410-0.6% | $11,426-44.2% |