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 | $38,786 | $167,484-76.8% | $151,611-74.4% | $134,475-71.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.43% | 7.80%-22.2pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,214 | $6,829-67.6% | $6,166-64.1% | $4,740-53.3% |
| Participant deferral / active EE | $1,494 | $8,986-83.4% | $8,363-82.1% | $6,400-76.7% |
| Admin fee / account holder | $4,781 | $13,783-65.3% | $11,616-58.8% | $11,426-58.2% |