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 | $37,071 | $54,350-31.8% | $82,719-55.2% | $68,494-45.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.11% | -13.67%-1.4pp | 701.18%-716.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,909 | $2,218+31.1% | $3,009-3.3% | $2,596+12.0% |
| Participant deferral / active EE | $367 | $3,246-88.7% | $4,395-91.6% | $4,027-90.9% |
| Admin fee / account holder | $6,633 | $4,395+50.9% | $5,329+24.5% | $5,403+22.8% |