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 | $55,853 | $99,032-43.6% | $80,019-30.2% | $135,375-58.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.07% | 15.39%-18.5pp | 11.22%-14.3pp | 519.73%-522.8pp |
| Employer contribution / active EE | $511 | $3,043-83.2% | $2,468-79.3% | $4,779-89.3% |
| Participant deferral / active EE | $1,023 | $4,282-76.1% | $3,686-72.3% | $5,609-81.8% |
| Admin fee / account holder | $12,983 | $10,436+24.4% | $6,521+99.1% | $10,827+19.9% |