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 | $26,460 | $105,860-75.0% | $90,749-70.8% | $134,475-80.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -4.23% | -11.01%+6.8pp | -12.16%+7.9pp | 417.96%-422.2pp |
| Employer contribution / active EE | $1,898 | $3,462-45.2% | $2,921-35.0% | $4,740-59.9% |
| Participant deferral / active EE | $1,270 | $5,216-75.7% | $4,564-72.2% | $6,400-80.2% |
| Admin fee / account holder | $2,056 | $13,938-85.2% | $8,445-75.7% | $11,426-82.0% |