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 | $10,630 | $53,162-80.0% | $91,220-88.3% | $68,494-84.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -17.97% | -3.14%-14.8pp | 114.01%-132.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,471 | $1,709-14.0% | $2,850-48.4% | $2,596-43.3% |
| Participant deferral / active EE | $148 | $2,974-95.0% | $4,234-96.5% | $4,027-96.3% |
| Admin fee / account holder | $8,655 | $4,493+92.6% | $5,420+59.7% | $5,403+60.2% |