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 8-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 | $30,985 | $76,000-59.2% | $154,107-79.9% | $64,186-51.7% |
| Participation rate | 81.0% | 70.4%+10.6pp | 83.0%-2.0pp | 69.6%+11.5pp |
| Annual return | -2.27% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $2,240 | $3,351-33.2% | $5,298-57.7% | $2,381-5.9% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,318 | $5,596-22.8% | $13,411-67.8% | $4,888-11.7% |