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 | $73,987 | $133,958-44.8% | $112,228-34.1% | $134,475-45.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -10.11% | 47.11%-57.2pp | 27.45%-37.6pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,072 | $4,038-73.5% | $3,635-70.5% | $4,740-77.4% |
| Participant deferral / active EE | $1,332 | $5,291-74.8% | $4,728-71.8% | $6,400-79.2% |
| Admin fee / account holder | $46,260 | $7,489+517.7% | $6,410+621.7% | $11,426+304.9% |