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 | $30,730 | $57,354-46.4% | $83,848-63.4% | $64,186-52.1% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.8pp | 69.6%+28.4pp |
| Annual return | -6.25% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,534 | $2,545+196.0% | $3,631+107.5% | $2,381+216.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,700 | $4,046-33.3% | $5,478-50.7% | $4,888-44.8% |