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 | $28,659 | $82,664-65.3% | $125,339-77.1% | $68,494-58.2% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -15.57% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,738 | $3,381-48.6% | $4,814-63.9% | $2,596-33.0% |
| Participant deferral / active EE | $2,519 | $6,110-58.8% | $7,446-66.2% | $4,027-37.5% |
| Admin fee / account holder | $619 | $6,275-90.1% | $10,010-93.8% | $5,403-88.5% |