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 | $57,707 | $45,863+25.8% | $77,024-25.1% | $68,494-15.7% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -7.36% | 1.72%-9.1pp | 42.32%-49.7pp | -7.84%+0.5pp |
| Employer contribution / active EE | $366 | $1,650-77.8% | $2,812-87.0% | $2,596-85.9% |
| Participant deferral / active EE | $357 | $2,962-87.9% | $4,426-91.9% | $4,027-91.1% |
| Admin fee / account holder | $4,814 | $3,041+58.3% | $5,425-11.3% | $5,403-10.9% |