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 | $20,811 | $106,543-80.5% | $91,220-77.2% | $134,475-84.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.18% | 160.60%-174.8pp | 114.01%-128.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $930 | $3,331-72.1% | $2,850-67.4% | $4,740-80.4% |
| Participant deferral / active EE | $629 | $4,719-86.7% | $4,234-85.1% | $6,400-90.2% |
| Admin fee / account holder | $1,696 | $6,231-72.8% | $5,420-68.7% | $11,426-85.2% |