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 | $26,531 | $54,350-51.2% | $82,719-67.9% | $68,494-61.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.96% | -13.67%+1.7pp | 701.18%-713.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,745 | $2,218-21.3% | $3,009-42.0% | $2,596-32.8% |
| Participant deferral / active EE | $277 | $3,246-91.5% | $4,395-93.7% | $4,027-93.1% |
| Admin fee / account holder | $7,113 | $4,395+61.8% | $5,329+33.5% | $5,403+31.6% |