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 | $31,848 | $76,912-58.6% | $129,110-75.3% | $68,494-53.5% |
| Participation rate | 98.2% | 69.1%+29.1pp | 77.3%+21.0pp | 67.9%+30.3pp |
| Annual return | 1.01% | -9.78%+10.8pp | -10.94%+12.0pp | -7.84%+8.9pp |
| Employer contribution / active EE | $2,305 | $3,243-28.9% | $5,052-54.4% | $2,596-11.2% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,027-100.0% |
| Admin fee / account holder | $39,681 | $6,638+497.8% | $14,302+177.5% | $5,403+634.5% |