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 | $83,429 | $54,229+53.8% | $70,092+19.0% | $68,494+21.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.52% | -13.87%+1.3pp | 190.73%-203.3pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,334 | $2,018-33.9% | $2,559-47.9% | $2,596-48.6% |
| Participant deferral / active EE | $218 | $2,956-92.6% | $3,849-94.3% | $4,027-94.6% |
| Admin fee / account holder | $3,479 | $4,694-25.9% | $6,267-44.5% | $5,403-35.6% |