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 | $73,784 | $94,529-21.9% | $140,016-47.3% | $64,186+15.0% |
| Participation rate | 84.8% | 84.1%+0.8pp | 87.5%-2.6pp | 69.6%+15.3pp |
| Annual return | -0.00% | 7.77%-7.8pp | 651.12%-651.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,279 | $3,812-66.4% | $5,606-77.2% | $2,381-46.3% |
| Participant deferral / active EE | $2,364 | $5,250-55.0% | $6,927-65.9% | $3,470-31.9% |
| Admin fee / account holder | $915 | $6,741-86.4% | $10,705-91.5% | $4,888-81.3% |