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 | $50,001 | $59,805-16.4% | $79,550-37.1% | $68,494-27.0% |
| Participation rate | 83.6% | 61.1%+22.6pp | 69.5%+14.2pp | 67.9%+15.7pp |
| Annual return | -9.51% | -12.30%+2.8pp | 0.16%-9.7pp | -7.84%-1.7pp |
| Employer contribution / active EE | $3,636 | $1,505+141.6% | $2,413+50.7% | $2,596+40.1% |
| Participant deferral / active EE | $1,259 | $3,024-58.4% | $3,985-68.4% | $4,027-68.7% |
| Admin fee / account holder | $6,448 | $4,835+33.4% | $6,832-5.6% | $5,403+19.3% |