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 | $40,386 | $59,107-31.7% | $86,436-53.3% | $68,494-41.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.25% | -0.23%-8.0pp | 4394.89%-4403.1pp | -7.84%-0.4pp |
| Employer contribution / active EE | $1,114 | $2,519-55.8% | $3,769-70.4% | $2,596-57.1% |
| Participant deferral / active EE | $2,546 | $5,901-56.9% | $6,952-63.4% | $4,027-36.8% |
| Admin fee / account holder | $3,637 | $5,637-35.5% | $6,731-46.0% | $5,403-32.7% |