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 | $102,909 | $190,805-46.1% | $159,960-35.7% | $134,475-23.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.30% | 552.23%-551.9pp | 408.60%-408.3pp | 417.96%-417.7pp |
| Employer contribution / active EE | $21,445 | $4,995+329.3% | $4,226+407.5% | $4,740+352.5% |
| Participant deferral / active EE | $274 | $6,923-96.0% | $6,182-95.6% | $6,400-95.7% |
| Admin fee / account holder | $2,693 | $10,471-74.3% | $8,698-69.0% | $11,426-76.4% |