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 | $12,761 | $42,383-69.9% | $76,523-83.3% | $64,186-80.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.18% | -16.54%+10.4pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $898 | $1,563-42.5% | $2,647-66.1% | $2,381-62.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,026 | $3,198-67.9% | $4,848-78.8% | $4,888-79.0% |