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 | $80,812 | $110,094-26.6% | $151,611-46.7% | $68,494+18.0% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -12.66% | -10.12%-2.5pp | 3.33%-16.0pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,483 | $4,471-66.8% | $6,166-75.9% | $2,596-42.9% |
| Participant deferral / active EE | $2,872 | $6,527-56.0% | $8,363-65.7% | $4,027-28.7% |
| Admin fee / account holder | $14,163 | $7,719+83.5% | $11,616+21.9% | $5,403+162.1% |