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 | $23,810 | $133,958-82.2% | $112,228-78.8% | $134,475-82.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.31% | 47.11%-61.4pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,169 | $4,038-71.1% | $3,635-67.8% | $4,740-75.3% |
| Participant deferral / active EE | $1,169 | $5,291-77.9% | $4,728-75.3% | $6,400-81.7% |
| Admin fee / account holder | $325 | $7,489-95.7% | $6,410-94.9% | $11,426-97.2% |