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 | $29,833 | $81,900-63.6% | $119,609-75.1% | $68,494-56.4% |
| Participation rate | 74.1% | 71.9%+2.2pp | 79.3%-5.2pp | 67.9%+6.2pp |
| Annual return | 3.59% | -23.82%+27.4pp | -14.97%+18.6pp | -7.84%+11.4pp |
| Employer contribution / active EE | $1,049 | $2,693-61.0% | $4,232-75.2% | $2,596-59.6% |
| Participant deferral / active EE | $1,631 | $4,148-60.7% | $5,602-70.9% | $4,027-59.5% |
| Admin fee / account holder | $6,805 | $6,582+3.4% | $10,323-34.1% | $5,403+25.9% |