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 | $7,316 | $32,117-77.2% | $71,086-89.7% | $64,186-88.6% |
| Participation rate | 98.7% | 42.7%+56.0pp | 54.7%+44.1pp | 69.6%+29.2pp |
| Annual return | -8.61% | -5.57%-3.0pp | 650.59%-659.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $652 | $712-8.5% | $1,088-40.1% | $2,381-72.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $367 | $2,759-86.7% | $3,082-88.1% | $4,888-92.5% |