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 6-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 | $19,121 | $73,867-74.1% | $143,757-86.7% | $68,494-72.1% |
| Participation rate | 85.5% | 66.7%+18.9pp | 80.3%+5.2pp | 67.9%+17.6pp |
| Annual return | -15.43% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,431 | $3,184-55.1% | $4,951-71.1% | $2,596-44.9% |
| Participant deferral / active EE | $518 | $3,384-84.7% | $5,637-90.8% | $4,027-87.1% |
| Admin fee / account holder | $392 | $5,755-93.2% | $14,673-97.3% | $5,403-92.7% |