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 | $92,542 | $127,100-27.2% | $105,738-12.5% | $135,375-31.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.26% | 4.49%-6.8pp | 6.27%-8.5pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,921 | $4,107-53.2% | $3,268-41.2% | $4,779-59.8% |
| Participant deferral / active EE | $41 | $5,064-99.2% | $4,080-99.0% | $5,609-99.3% |
| Admin fee / account holder | $3,817 | $9,087-58.0% | $6,913-44.8% | $10,827-64.7% |