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 | $32,523 | $59,107-45.0% | $86,436-62.4% | $68,494-52.5% |
| Participation rate | 70.2% | 75.2%-5.1pp | 80.3%-10.1pp | 67.9%+2.3pp |
| Annual return | -13.98% | -0.23%-13.8pp | 4394.89%-4408.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $780 | $2,519-69.1% | $3,769-79.3% | $2,596-70.0% |
| Participant deferral / active EE | $1,644 | $5,901-72.1% | $6,952-76.4% | $4,027-59.2% |
| Admin fee / account holder | $5,896 | $5,637+4.6% | $6,731-12.4% | $5,403+9.1% |