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 | $21,003 | $52,681-60.1% | $75,781-72.3% | $59,632-64.8% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.8%+21.7pp | 68.7%+28.8pp |
| Annual return | -1.09% | 2.95%-4.0pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $842 | $2,591-67.5% | $3,651-77.0% | $3,192-73.6% |
| Admin fee / account holder | $4,730 | $3,610+31.0% | $5,299-10.7% | $4,297+10.1% |