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 | $27,882 | $56,199-50.4% | $67,652-58.8% | $59,632-53.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.37% | 18505.31%-18504.9pp | 6625.04%-6624.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,362 | $1,614-15.6% | $2,266-39.9% | $2,203-38.1% |
| Participant deferral / active EE | $1,112 | $2,844-60.9% | $3,560-68.8% | $3,192-65.2% |
| Admin fee / account holder | $7,403 | $3,958+87.0% | $4,821+53.6% | $4,297+72.3% |