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 | $24,711 | $71,883-65.6% | $86,677-71.5% | $68,494-63.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.54% | 3.52%-16.1pp | 35.91%-48.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $1,483 | $2,173-31.8% | $2,836-47.7% | $2,596-42.9% |
| Participant deferral / active EE | $840 | $3,779-77.8% | $4,656-82.0% | $4,027-79.1% |
| Admin fee / account holder | $1,849 | $6,112-69.8% | $7,493-75.3% | $5,403-65.8% |