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 9-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 | $42,702 | $42,894-0.4% | $60,874-29.9% | $68,494-37.7% |
| Participation rate | 72.7% | 66.8%+5.9pp | 73.1%-0.4pp | 67.9%+4.8pp |
| Annual return | -8.31% | -13.98%+5.7pp | 16.90%-25.2pp | -7.84%-0.5pp |
| Employer contribution / active EE | $904 | $1,978-54.3% | $2,701-66.5% | $2,596-65.2% |
| Participant deferral / active EE | $575 | $2,867-80.0% | $3,817-84.9% | $4,027-85.7% |
| Admin fee / account holder | $1,585 | $3,101-48.9% | $3,224-50.8% | $5,403-70.7% |