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 | $13,858 | $76,000-81.8% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 86.8% | 70.4%+16.4pp | 83.0%+3.8pp | 69.6%+17.3pp |
| Annual return | -3.74% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,928 | $3,351-42.5% | $5,298-63.6% | $2,381-19.0% |
| Participant deferral / active EE | $198 | $3,175-93.8% | $5,081-96.1% | $3,470-94.3% |
| Admin fee / account holder | $573 | $5,596-89.8% | $13,411-95.7% | $4,888-88.3% |