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 | $18,272 | $76,000-76.0% | $154,107-88.1% | $64,186-71.5% |
| Participation rate | 76.1% | 70.4%+5.7pp | 83.0%-7.0pp | 69.6%+6.5pp |
| Annual return | -2.98% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $457 | $3,351-86.4% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $678 | $3,175-78.7% | $5,081-86.7% | $3,470-80.5% |
| Admin fee / account holder | $3,587 | $5,596-35.9% | $13,411-73.3% | $4,888-26.6% |