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 | $20,266 | $54,229-62.6% | $70,092-71.1% | $68,494-70.4% |
| Participation rate | 80.4% | 64.5%+15.9pp | 70.5%+9.9pp | 67.9%+12.5pp |
| Annual return | -17.86% | -13.87%-4.0pp | 190.73%-208.6pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,569 | $2,018-22.3% | $2,559-38.7% | $2,596-39.6% |
| Participant deferral / active EE | $757 | $2,956-74.4% | $3,849-80.3% | $4,027-81.2% |
| Admin fee / account holder | $439 | $4,694-90.6% | $6,267-93.0% | $5,403-91.9% |