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 | $28,550 | $50,958-44.0% | $74,550-61.7% | $64,186-55.5% |
| Participation rate | 90.2% | 61.1%+29.1pp | 69.1%+21.0pp | 69.6%+20.6pp |
| Annual return | -3.71% | -1.86%-1.9pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,933 | $1,115+73.3% | $1,961-1.4% | $2,381-18.8% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $943 | $4,223-77.7% | $5,060-81.4% | $4,888-80.7% |