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 | $14,159 | $73,867-80.8% | $143,757-90.2% | $68,494-79.3% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $469 | $3,184-85.3% | $4,951-90.5% | $2,596-82.0% |
| Participant deferral / active EE | $472 | $3,384-86.1% | $5,637-91.6% | $4,027-88.3% |
| Admin fee / account holder | $328 | $5,755-94.3% | $14,673-97.8% | $5,403-93.9% |