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 | $46,018 | $100,754-54.3% | $86,677-46.9% | $134,475-65.8% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -17.08% | 29.04%-46.1pp | 35.91%-53.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,185 | $3,489-66.0% | $2,836-58.2% | $4,740-75.0% |
| Participant deferral / active EE | $1,233 | $5,338-76.9% | $4,656-73.5% | $6,400-80.7% |
| Admin fee / account holder | $483 | $10,926-95.6% | $7,493-93.6% | $11,426-95.8% |