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 | $48,022 | $78,694-39.0% | $67,652-29.0% | $125,391-61.7% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | -0.01% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,431 | $3,044-53.0% | $2,266-36.8% | $4,866-70.6% |
| Participant deferral / active EE | $879 | $4,292-79.5% | $3,560-75.3% | $5,352-83.6% |
| Admin fee / account holder | $14,113 | $7,403+90.6% | $4,821+192.8% | $9,540+47.9% |