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 | $24,037 | $86,699-72.3% | $73,307-67.2% | $125,391-80.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.47% | 2.78%-3.2pp | 5.67%-6.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,200 | $4,152-71.1% | $3,237-62.9% | $4,866-75.3% |
| Participant deferral / active EE | $1,141 | $5,550-79.4% | $4,991-77.1% | $5,352-78.7% |
| Admin fee / account holder | $6,742 | $7,771-13.2% | $5,637+19.6% | $9,540-29.3% |