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 | $83,502 | $73,004+14.4% | $90,749-8.0% | $68,494+21.9% |
| Participation rate | 70.4% | 70.8%-0.5pp | 75.7%-5.3pp | 67.9%+2.5pp |
| Annual return | -18.34% | -13.81%-4.5pp | -12.16%-6.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,075 | $2,193-51.0% | $2,921-63.2% | $2,596-58.6% |
| Participant deferral / active EE | $1,193 | $3,627-67.1% | $4,564-73.9% | $4,027-70.4% |
| Admin fee / account holder | $4,994 | $5,896-15.3% | $8,445-40.9% | $5,403-7.6% |