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 | $40,991 | $133,958-69.4% | $112,228-63.5% | $134,475-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.17% | 47.11%-64.3pp | 27.45%-44.6pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,330 | $4,038+81.5% | $3,635+101.7% | $4,740+54.6% |
| Participant deferral / active EE | $142 | $5,291-97.3% | $4,728-97.0% | $6,400-97.8% |
| Admin fee / account holder | $735 | $7,489-90.2% | $6,410-88.5% | $11,426-93.6% |