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 | $151,952 | $90,519+67.9% | $93,789+62.0% | $134,475+13.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -19.64% | -15.72%-3.9pp | -11.33%-8.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $7,323 | $4,343+68.6% | $4,323+69.4% | $4,740+54.5% |
| Participant deferral / active EE | $0 | $5,978-100.0% | $6,094-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,332 | $9,252+184.6% | $7,195+266.0% | $11,426+130.5% |