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 | $10,158 | $54,350-81.3% | $82,719-87.7% | $68,494-85.2% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -14.86% | -13.67%-1.2pp | 701.18%-716.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $419 | $2,218-81.1% | $3,009-86.1% | $2,596-83.9% |
| Participant deferral / active EE | $689 | $3,246-78.8% | $4,395-84.3% | $4,027-82.9% |
| Admin fee / account holder | $895 | $4,395-79.6% | $5,329-83.2% | $5,403-83.4% |