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 9-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 | $29,787 | $71,883-58.6% | $86,677-65.6% | $68,494-56.5% |
| Participation rate | 94.7% | 72.2%+22.5pp | 76.6%+18.2pp | 67.9%+26.8pp |
| Annual return | -17.08% | 3.52%-20.6pp | 35.91%-53.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,672 | $2,173-23.0% | $2,836-41.0% | $2,596-35.6% |
| Participant deferral / active EE | $1,578 | $3,779-58.2% | $4,656-66.1% | $4,027-60.8% |
| Admin fee / account holder | $1,253 | $6,112-79.5% | $7,493-83.3% | $5,403-76.8% |