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 | $62,629 | $92,222-32.1% | $76,768-18.4% | $135,375-53.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -6.47% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,001 | $3,216-68.9% | $2,485-59.7% | $4,779-79.1% |
| Participant deferral / active EE | $1,228 | $4,509-72.8% | $3,852-68.1% | $5,609-78.1% |
| Admin fee / account holder | $2,361 | $10,748-78.0% | $6,675-64.6% | $10,827-78.2% |