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 | $22,082 | $54,229-59.3% | $70,092-68.5% | $68,494-67.8% |
| Participation rate | 94.0% | 64.5%+29.5pp | 70.5%+23.5pp | 67.9%+26.1pp |
| Annual return | -7.97% | -13.87%+5.9pp | 190.73%-198.7pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,334 | $2,018-33.9% | $2,559-47.9% | $2,596-48.6% |
| Participant deferral / active EE | $1,005 | $2,956-66.0% | $3,849-73.9% | $4,027-75.0% |
| Admin fee / account holder | $1,979 | $4,694-57.8% | $6,267-68.4% | $5,403-63.4% |