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 | $83,447 | $165,984-49.7% | $164,813-49.4% | $145,922-42.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.68% | 100.03%-89.4pp | 69.93%-59.3pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,402 | $5,273-73.4% | $4,341-67.7% | $4,660-69.9% |
| Participant deferral / active EE | $1,933 | $6,959-72.2% | $6,031-67.9% | $6,688-71.1% |
| Admin fee / account holder | $35,531 | $16,648+113.4% | $12,690+180.0% | $13,397+165.2% |