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 | $28,726 | $50,958-43.6% | $74,550-61.5% | $64,186-55.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.52% | -1.86%-1.7pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,191 | $1,115+96.4% | $1,961+11.7% | $2,381-8.0% |
| Participant deferral / active EE | $475 | $2,301-79.4% | $3,108-84.7% | $3,470-86.3% |
| Admin fee / account holder | $897 | $4,223-78.8% | $5,060-82.3% | $4,888-81.7% |