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 | $21,972 | $92,222-76.2% | $76,768-71.4% | $135,375-83.8% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -2.76% | 5.46%-8.2pp | 2.43%-5.2pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,832 | $3,216-43.0% | $2,485-26.3% | $4,779-61.7% |
| Participant deferral / active EE | $591 | $4,509-86.9% | $3,852-84.7% | $5,609-89.5% |
| Admin fee / account holder | $21,850 | $10,748+103.3% | $6,675+227.4% | $10,827+101.8% |