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 | $33,428 | $94,529-64.6% | $140,016-76.1% | $64,186-47.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.22% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,435 | $3,812-62.4% | $5,606-74.4% | $2,381-39.7% |
| Participant deferral / active EE | $1,766 | $5,250-66.4% | $6,927-74.5% | $3,470-49.1% |
| Admin fee / account holder | $4,442 | $6,741-34.1% | $10,705-58.5% | $4,888-9.1% |