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 | $25,995 | $54,229-52.1% | $70,092-62.9% | $68,494-62.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -7.66% | -13.87%+6.2pp | 190.73%-198.4pp | -7.84%+0.2pp |
| Employer contribution / active EE | $863 | $2,018-57.3% | $2,559-66.3% | $2,596-66.8% |
| Participant deferral / active EE | $883 | $2,956-70.1% | $3,849-77.1% | $4,027-78.1% |
| Admin fee / account holder | $35,261 | $4,694+651.2% | $6,267+462.7% | $5,403+552.7% |