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 | $114,288 | $94,529+20.9% | $140,016-18.4% | $64,186+78.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.94% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $9,599 | $3,812+151.8% | $5,606+71.2% | $2,381+303.2% |
| Participant deferral / active EE | $1,593 | $5,250-69.7% | $6,927-77.0% | $3,470-54.1% |
| Admin fee / account holder | $33,172 | $6,741+392.1% | $10,705+209.9% | $4,888+578.6% |