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 | $45,944 | $57,354-19.9% | $83,848-45.2% | $64,186-28.4% |
| Participation rate | 83.7% | 68.6%+15.1pp | 76.1%+7.5pp | 69.6%+14.1pp |
| Annual return | -6.97% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $6,216 | $2,545+144.2% | $3,631+71.2% | $2,381+161.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,619 | $4,046+88.3% | $5,478+39.1% | $4,888+55.9% |