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 | $25,629 | $73,867-65.3% | $143,757-82.2% | $68,494-62.6% |
| Participation rate | 76.6% | 66.7%+9.9pp | 80.3%-3.7pp | 67.9%+8.7pp |
| Annual return | -1.85% | 1.01%-2.9pp | -0.04%-1.8pp | -7.84%+6.0pp |
| Employer contribution / active EE | $1,176 | $3,184-63.1% | $4,951-76.2% | $2,596-54.7% |
| Participant deferral / active EE | $803 | $3,384-76.3% | $5,637-85.8% | $4,027-80.1% |
| Admin fee / account holder | $4,636 | $5,755-19.4% | $14,673-68.4% | $5,403-14.2% |