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 | $22,532 | $73,867-69.5% | $143,757-84.3% | $68,494-67.1% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -13.38% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,227 | $3,184-61.5% | $4,951-75.2% | $2,596-52.7% |
| Participant deferral / active EE | $874 | $3,384-74.2% | $5,637-84.5% | $4,027-78.3% |
| Admin fee / account holder | $9,322 | $5,755+62.0% | $14,673-36.5% | $5,403+72.5% |