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 | $35,313 | $46,674-24.3% | $117,472-69.9% | $68,494-48.4% |
| Participation rate | 94.3% | 56.8%+37.5pp | 70.6%+23.7pp | 67.9%+26.4pp |
| Annual return | -11.36% | -14.52%+3.2pp | 29.74%-41.1pp | -7.84%-3.5pp |
| Employer contribution / active EE | $503 | $1,505-66.5% | $4,176-87.9% | $2,596-80.6% |
| Participant deferral / active EE | $465 | $2,636-82.4% | $4,070-88.6% | $4,027-88.4% |
| Admin fee / account holder | $5,358 | $4,020+33.3% | $5,645-5.1% | $5,403-0.8% |