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 | $11,601 | $32,117-63.9% | $71,086-83.7% | $64,186-81.9% |
| Participation rate | 96.0% | 42.7%+53.3pp | 54.7%+41.3pp | 69.6%+26.4pp |
| Annual return | -3.61% | -5.57%+2.0pp | 650.59%-654.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,646 | $712+131.1% | $1,088+51.3% | $2,381-30.9% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $868 | $2,759-68.6% | $3,082-71.8% | $4,888-82.2% |