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 | $21,274 | $59,805-64.4% | $79,550-73.3% | $68,494-68.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.12% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,032 | $1,505-31.4% | $2,413-57.2% | $2,596-60.3% |
| Participant deferral / active EE | $1,241 | $3,024-59.0% | $3,985-68.9% | $4,027-69.2% |
| Admin fee / account holder | $530 | $4,835-89.0% | $6,832-92.2% | $5,403-90.2% |