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 | $56,911 | $110,094-48.3% | $151,611-62.5% | $68,494-16.9% |
| Participation rate | 76.7% | 84.0%-7.2pp | 87.5%-10.8pp | 67.9%+8.9pp |
| Annual return | -15.60% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,242 | $4,471-27.5% | $6,166-47.4% | $2,596+24.9% |
| Participant deferral / active EE | $2,366 | $6,527-63.7% | $8,363-71.7% | $4,027-41.2% |
| Admin fee / account holder | $13,707 | $7,719+77.6% | $11,616+18.0% | $5,403+153.7% |