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 | $47,817 | $54,350-12.0% | $82,719-42.2% | $68,494-30.2% |
| Participation rate | 76.2% | 63.9%+12.3pp | 72.6%+3.6pp | 67.9%+8.3pp |
| Annual return | -10.65% | -13.67%+3.0pp | 701.18%-711.8pp | -7.84%-2.8pp |
| Employer contribution / active EE | $7,964 | $2,218+259.1% | $3,009+164.7% | $2,596+206.8% |
| Participant deferral / active EE | $769 | $3,246-76.3% | $4,395-82.5% | $4,027-80.9% |
| Admin fee / account holder | $10,388 | $4,395+136.3% | $5,329+94.9% | $5,403+92.3% |