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 | $23,477 | $49,177-52.3% | $79,464-70.5% | $64,186-63.4% |
| Participation rate | 87.7% | 65.0%+22.7pp | 73.3%+14.3pp | 69.6%+18.1pp |
| Annual return | -6.64% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $477 | $2,076-77.0% | $2,800-83.0% | $2,381-80.0% |
| Participant deferral / active EE | $683 | $2,821-75.8% | $3,704-81.6% | $3,470-80.3% |
| Admin fee / account holder | $754 | $3,839-80.3% | $5,113-85.2% | $4,888-84.6% |