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 | $22,544 | $49,177-54.2% | $79,464-71.6% | $64,186-64.9% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.9pp | 69.6%+18.7pp |
| Annual return | -6.18% | -1.16%-5.0pp | 718.14%-724.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,445 | $2,076-30.4% | $2,800-48.4% | $2,381-39.3% |
| Participant deferral / active EE | $576 | $2,821-79.6% | $3,704-84.5% | $3,470-83.4% |
| Admin fee / account holder | $4,722 | $3,839+23.0% | $5,113-7.6% | $4,888-3.4% |