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 | $17,450 | $59,805-70.8% | $79,550-78.1% | $68,494-74.5% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.5%+14.9pp | 67.9%+16.5pp |
| Annual return | -13.17% | -12.30%-0.9pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,572 | $1,505+4.5% | $2,413-34.9% | $2,596-39.5% |
| Participant deferral / active EE | $63 | $3,024-97.9% | $3,985-98.4% | $4,027-98.4% |
| Admin fee / account holder | $1,002 | $4,835-79.3% | $6,832-85.3% | $5,403-81.4% |