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 | $12,266 | $54,350-77.4% | $82,719-85.2% | $68,494-82.1% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | -15.99% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $359 | $2,218-83.8% | $3,009-88.1% | $2,596-86.2% |
| Participant deferral / active EE | $611 | $3,246-81.2% | $4,395-86.1% | $4,027-84.8% |
| Admin fee / account holder | $709 | $4,395-83.9% | $5,329-86.7% | $5,403-86.9% |