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 | $26,515 | $127,100-79.1% | $105,738-74.9% | $135,375-80.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 4.49%-10.8pp | 6.27%-12.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,634 | $4,107-60.2% | $3,268-50.0% | $4,779-65.8% |
| Participant deferral / active EE | $938 | $5,064-81.5% | $4,080-77.0% | $5,609-83.3% |
| Admin fee / account holder | $21,559 | $9,087+137.2% | $6,913+211.9% | $10,827+99.1% |