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 | $31,946 | $43,723-26.9% | $121,196-73.6% | $64,186-50.2% |
| Participation rate | 91.2% | 58.3%+32.9pp | 71.7%+19.4pp | 69.6%+21.6pp |
| Annual return | -4.74% | 68.91%-73.6pp | 16.93%-21.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,270 | $1,296+152.3% | $4,022-18.7% | $2,381+37.4% |
| Participant deferral / active EE | $108 | $2,280-95.3% | $3,344-96.8% | $3,470-96.9% |
| Admin fee / account holder | $1,082 | $3,501-69.1% | $5,019-78.4% | $4,888-77.9% |