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 | $33,447 | $127,386-73.7% | $115,037-70.9% | $125,391-73.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.27% | 31.28%-33.6pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $945 | $5,166-81.7% | $4,608-79.5% | $4,866-80.6% |
| Participant deferral / active EE | $1,424 | $6,423-77.8% | $6,026-76.4% | $5,352-73.4% |
| Admin fee / account holder | $2,440 | $9,516-74.4% | $8,175-70.2% | $9,540-74.4% |