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 | $42,230 | $94,529-55.3% | $140,016-69.8% | $64,186-34.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.13% | 7.77%-10.9pp | 651.12%-654.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,203 | $3,812-68.4% | $5,606-78.5% | $2,381-49.5% |
| Participant deferral / active EE | $1,333 | $5,250-74.6% | $6,927-80.8% | $3,470-61.6% |
| Admin fee / account holder | $660 | $6,741-90.2% | $10,705-93.8% | $4,888-86.5% |