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 | $11,262 | $67,331-83.3% | $60,874-81.5% | $134,475-91.6% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.1%+18.6pp | 81.2%+10.4pp |
| Annual return | -13.93% | 49.93%-63.9pp | 16.90%-30.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,082 | $3,096-65.0% | $2,701-59.9% | $4,740-77.2% |
| Participant deferral / active EE | $624 | $4,538-86.3% | $3,817-83.7% | $6,400-90.3% |
| Admin fee / account holder | $19,549 | $4,582+326.6% | $3,224+506.3% | $11,426+71.1% |