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 | $54,459 | $133,958-59.3% | $112,228-51.5% | $134,475-59.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.81% | 47.11%-47.9pp | 27.45%-28.3pp | 417.96%-418.8pp |
| Employer contribution / active EE | $2,922 | $4,038-27.6% | $3,635-19.6% | $4,740-38.3% |
| Participant deferral / active EE | $982 | $5,291-81.4% | $4,728-79.2% | $6,400-84.7% |
| Admin fee / account holder | $1,350 | $7,489-82.0% | $6,410-78.9% | $11,426-88.2% |