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 | $41,606 | $147,167-71.7% | $111,392-62.6% | $135,375-69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -4.63% | -4.44%-0.2pp | -2.06%-2.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,742 | $5,204-47.3% | $4,328-36.6% | $4,779-42.6% |
| Participant deferral / active EE | $1,595 | $6,565-75.7% | $5,567-71.3% | $5,609-71.6% |
| Admin fee / account holder | $7,244 | $20,270-64.3% | $12,266-40.9% | $10,827-33.1% |