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 | $23,275 | $142,344-83.6% | $119,609-80.5% | $134,475-82.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.81% | -12.44%-2.4pp | -14.97%+0.2pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,073 | $5,222-60.3% | $4,232-51.0% | $4,740-56.3% |
| Participant deferral / active EE | $1,903 | $6,469-70.6% | $5,602-66.0% | $6,400-70.3% |
| Admin fee / account holder | $9,723 | $13,584-28.4% | $10,323-5.8% | $11,426-14.9% |