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 | $28,743 | $73,004-60.6% | $90,749-68.3% | $68,494-58.0% |
| Participation rate | 85.4% | 70.8%+14.6pp | 75.7%+9.7pp | 67.9%+17.5pp |
| Annual return | -10.16% | -13.81%+3.7pp | -12.16%+2.0pp | -7.84%-2.3pp |
| Employer contribution / active EE | $687 | $2,193-68.7% | $2,921-76.5% | $2,596-73.5% |
| Participant deferral / active EE | $1,016 | $3,627-72.0% | $4,564-77.7% | $4,027-74.8% |
| Admin fee / account holder | $24,501 | $5,896+315.6% | $8,445+190.1% | $5,403+353.5% |