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 | $42,890 | $45,863-6.5% | $77,024-44.3% | $68,494-37.4% |
| Participation rate | 98.2% | 55.9%+42.3pp | 67.9%+30.3pp | 67.9%+30.4pp |
| Annual return | -16.21% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,477 | $1,650-10.5% | $2,812-47.5% | $2,596-43.1% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,643 | $3,041+52.7% | $5,425-14.4% | $5,403-14.1% |