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 | $39,449 | $45,566-13.4% | $64,105-38.5% | $59,632-33.8% |
| Participation rate | 71.4% | 60.2%+11.3pp | 68.2%+3.3pp | 68.7%+2.8pp |
| Annual return | -1.42% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $600 | $2,057-70.8% | $2,822-78.8% | $3,192-81.2% |
| Admin fee / account holder | $59,698 | $3,268+1727.0% | $4,499+1226.8% | $4,297+1289.3% |