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 | $87,283 | $110,094-20.7% | $151,611-42.4% | $68,494+27.4% |
| Participation rate | 76.0% | 84.0%-8.0pp | 87.5%-11.5pp | 67.9%+8.1pp |
| Annual return | -17.07% | -10.12%-7.0pp | 3.33%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,660 | $4,471-18.1% | $6,166-40.6% | $2,596+41.0% |
| Participant deferral / active EE | $1,382 | $6,527-78.8% | $8,363-83.5% | $4,027-65.7% |
| Admin fee / account holder | $19,179 | $7,719+148.5% | $11,616+65.1% | $5,403+255.0% |