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 | $40,842 | $42,894-4.8% | $60,874-32.9% | $68,494-40.4% |
| Participation rate | 84.0% | 66.8%+17.2pp | 73.1%+10.9pp | 67.9%+16.1pp |
| Annual return | -17.40% | -13.98%-3.4pp | 16.90%-34.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $527 | $2,867-81.6% | $3,817-86.2% | $4,027-86.9% |
| Admin fee / account holder | $2,041 | $3,101-34.2% | $3,224-36.7% | $5,403-62.2% |