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 | $28,941 | $95,862-69.8% | $79,550-63.6% | $134,475-78.5% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -10.02% | -2.69%-7.3pp | 0.16%-10.2pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,609 | $3,128-48.6% | $2,413-33.3% | $4,740-66.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $7,867 | $9,126-13.8% | $6,832+15.1% | $11,426-31.1% |