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 | $17,160 | $73,867-76.8% | $143,757-88.1% | $68,494-74.9% |
| Participation rate | 76.8% | 66.7%+10.2pp | 80.3%-3.5pp | 67.9%+8.9pp |
| Annual return | -12.17% | 1.01%-13.2pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,644 | $3,184-48.4% | $4,951-66.8% | $2,596-36.7% |
| Participant deferral / active EE | $36 | $3,384-98.9% | $5,637-99.4% | $4,027-99.1% |
| Admin fee / account holder | $1,200 | $5,755-79.1% | $14,673-91.8% | $5,403-77.8% |