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 | $38,127 | $133,958-71.5% | $112,228-66.0% | $134,475-71.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.13% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $5,450 | $4,038+35.0% | $3,635+50.0% | $4,740+15.0% |
| Participant deferral / active EE | $978 | $5,291-81.5% | $4,728-79.3% | $6,400-84.7% |
| Admin fee / account holder | $7,786 | $7,489+4.0% | $6,410+21.5% | $11,426-31.9% |