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 | $50,776 | $62,586-18.9% | $76,768-33.9% | $64,186-20.9% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -3.42% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,353 | $3,145-57.0% | $3,852-64.9% | $3,470-61.0% |
| Admin fee / account holder | $333 | $4,667-92.9% | $6,675-95.0% | $4,888-93.2% |