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 | $17,829 | $54,350-67.2% | $82,719-78.4% | $68,494-74.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -7.52% | -13.67%+6.1pp | 701.18%-708.7pp | -7.84%+0.3pp |
| Employer contribution / active EE | $328 | $2,218-85.2% | $3,009-89.1% | $2,596-87.4% |
| Participant deferral / active EE | $763 | $3,246-76.5% | $4,395-82.6% | $4,027-81.0% |
| Admin fee / account holder | $1,000 | $4,395-77.2% | $5,329-81.2% | $5,403-81.5% |