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 | $20,174 | $64,707-68.8% | $112,228-82.0% | $68,494-70.5% |
| Participation rate | 70.6% | 67.2%+3.4pp | 75.1%-4.5pp | 67.9%+2.7pp |
| Annual return | -19.12% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,538 | $2,746+101.7% | $3,635+52.4% | $2,596+113.3% |
| Participant deferral / active EE | $1,103 | $3,565-69.1% | $4,728-76.7% | $4,027-72.6% |
| Admin fee / account holder | $332 | $5,232-93.6% | $6,410-94.8% | $5,403-93.8% |