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 | $56,007 | $69,010-18.8% | $159,960-65.0% | $68,494-18.2% |
| Participation rate | 82.2% | 65.4%+16.8pp | 78.0%+4.3pp | 67.9%+14.3pp |
| Annual return | -13.17% | -9.65%-3.5pp | 408.60%-421.8pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,052 | $2,213-52.5% | $4,226-75.1% | $2,596-59.5% |
| Participant deferral / active EE | $1,347 | $4,212-68.0% | $6,182-78.2% | $4,027-66.5% |
| Admin fee / account holder | $9,866 | $4,798+105.6% | $8,698+13.4% | $5,403+82.6% |