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 | $25,219 | $73,867-65.9% | $143,757-82.5% | $68,494-63.2% |
| Participation rate | 86.5% | 66.7%+19.9pp | 80.3%+6.2pp | 67.9%+18.7pp |
| Annual return | -15.62% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,418 | $3,184-55.5% | $4,951-71.4% | $2,596-45.4% |
| Participant deferral / active EE | $630 | $3,384-81.4% | $5,637-88.8% | $4,027-84.4% |
| Admin fee / account holder | $7,580 | $5,755+31.7% | $14,673-48.3% | $5,403+40.3% |