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 | $14,516 | $48,265-69.9% | $68,791-78.9% | $68,494-78.8% |
| Participation rate | 88.9% | 60.7%+28.2pp | 69.0%+19.9pp | 67.9%+21.0pp |
| Annual return | -16.28% | -12.71%-3.6pp | -6.38%-9.9pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,111 | $1,829-39.2% | $2,655-58.2% | $2,596-57.2% |
| Participant deferral / active EE | $876 | $2,867-69.4% | $3,941-77.8% | $4,027-78.2% |
| Admin fee / account holder | $1,882 | $4,355-56.8% | $4,932-61.8% | $5,403-65.2% |