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 | $12,890 | $76,000-83.0% | $154,107-91.6% | $64,186-79.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.26% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $896 | $3,351-73.2% | $5,298-83.1% | $2,381-62.3% |
| Participant deferral / active EE | $761 | $3,175-76.0% | $5,081-85.0% | $3,470-78.1% |
| Admin fee / account holder | $797 | $5,596-85.8% | $13,411-94.1% | $4,888-83.7% |