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 7-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 | $29,459 | $54,229-45.7% | $70,092-58.0% | $68,494-57.0% |
| Participation rate | 82.2% | 64.5%+17.7pp | 70.5%+11.7pp | 67.9%+14.3pp |
| Annual return | -15.32% | -13.87%-1.5pp | 190.73%-206.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $604 | $2,018-70.1% | $2,559-76.4% | $2,596-76.7% |
| Participant deferral / active EE | $1,029 | $2,956-65.2% | $3,849-73.3% | $4,027-74.5% |
| Admin fee / account holder | $3,597 | $4,694-23.4% | $6,267-42.6% | $5,403-33.4% |