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 | $9,770 | $54,350-82.0% | $82,719-88.2% | $68,494-85.7% |
| Participation rate | 78.9% | 63.9%+15.0pp | 72.6%+6.4pp | 67.9%+11.1pp |
| Annual return | -11.84% | -13.67%+1.8pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $291 | $2,218-86.9% | $3,009-90.3% | $2,596-88.8% |
| Participant deferral / active EE | $432 | $3,246-86.7% | $4,395-90.2% | $4,027-89.3% |
| Admin fee / account holder | $562 | $4,395-87.2% | $5,329-89.5% | $5,403-89.6% |