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 | $12,844 | $54,350-76.4% | $82,719-84.5% | $68,494-81.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 72.6%+4.4pp | 67.9%+9.0pp |
| Annual return | 1.06% | -13.67%+14.7pp | 701.18%-700.1pp | -7.84%+8.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $637 | $3,246-80.4% | $4,395-85.5% | $4,027-84.2% |
| Admin fee / account holder | $520 | $4,395-88.2% | $5,329-90.2% | $5,403-90.4% |