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 | $39,233 | $81,900-52.1% | $119,609-67.2% | $68,494-42.7% |
| Participation rate | 79.7% | 71.9%+7.8pp | 79.3%+0.4pp | 67.9%+11.8pp |
| Annual return | -15.83% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $951 | $2,693-64.7% | $4,232-77.5% | $2,596-63.4% |
| Participant deferral / active EE | $424 | $4,148-89.8% | $5,602-92.4% | $4,027-89.5% |
| Admin fee / account holder | $1,472 | $6,582-77.6% | $10,323-85.7% | $5,403-72.7% |