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 | $19,952 | $82,630-75.9% | $64,105-68.9% | $125,391-84.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.82% | 1489.72%-1491.5pp | 791.24%-793.1pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,082 | $2,671-22.1% | $1,820+14.4% | $4,866-57.2% |
| Participant deferral / active EE | $708 | $3,608-80.4% | $2,822-74.9% | $5,352-86.8% |
| Admin fee / account holder | $2,899 | $6,382-54.6% | $4,499-35.6% | $9,540-69.6% |