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 | $30,030 | $149,333-79.9% | $106,387-71.8% | $135,375-77.8% |
| Participation rate | 85.0% | 81.5%+3.5pp | 77.5%+7.5pp | 82.6%+2.4pp |
| Annual return | -6.21% | 0.52%-6.7pp | 0.25%-6.5pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,415 | $4,984-71.6% | $3,520-59.8% | $4,779-70.4% |
| Participant deferral / active EE | $1,896 | $7,230-73.8% | $5,421-65.0% | $5,609-66.2% |
| Admin fee / account holder | $6,290 | $15,952-60.6% | $7,510-16.2% | $10,827-41.9% |