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 | $35,422 | $72,404-51.1% | $110,238-67.9% | $64,186-44.8% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.6%+2.7pp |
| Annual return | -3.90% | -6.29%+2.4pp | 314.74%-318.6pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $880 | $3,469-74.6% | $4,672-81.2% | $3,470-74.6% |
| Admin fee / account holder | $7,136 | $5,664+26.0% | $8,547-16.5% | $4,888+46.0% |