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 | $17,824 | $76,000-76.5% | $154,107-88.4% | $64,186-72.2% |
| Participation rate | 77.1% | 70.4%+6.7pp | 83.0%-5.9pp | 69.6%+7.6pp |
| Annual return | -5.11% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,841 | $3,351-45.1% | $5,298-65.2% | $2,381-22.7% |
| Participant deferral / active EE | $171 | $3,175-94.6% | $5,081-96.6% | $3,470-95.1% |
| Admin fee / account holder | $1,423 | $5,596-74.6% | $13,411-89.4% | $4,888-70.9% |