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 | $32,831 | $43,723-24.9% | $121,196-72.9% | $64,186-48.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -2.09% | 68.91%-71.0pp | 16.93%-19.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,081 | $1,296-16.6% | $4,022-73.1% | $2,381-54.6% |
| Participant deferral / active EE | $669 | $2,280-70.6% | $3,344-80.0% | $3,470-80.7% |
| Admin fee / account holder | $523 | $3,501-85.1% | $5,019-89.6% | $4,888-89.3% |