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 | $20,651 | $77,813-73.5% | $123,544-83.3% | $64,186-67.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.57% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,096 | $3,014-63.6% | $4,628-76.3% | $2,381-54.0% |
| Participant deferral / active EE | $1,382 | $5,240-73.6% | $6,426-78.5% | $3,470-60.2% |
| Admin fee / account holder | $695 | $5,519-87.4% | $9,284-92.5% | $4,888-85.8% |