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 | $14,100 | $27,641-49.0% | $61,373-77.0% | $68,494-79.4% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -18.72% | -13.24%-5.5pp | 338.61%-357.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $833 | $695+19.8% | $1,159-28.1% | $2,596-67.9% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $629 | $2,010-68.7% | $2,130-70.5% | $5,403-88.4% |