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 | $47,453 | $64,707-26.7% | $112,228-57.7% | $68,494-30.7% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -18.03% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $12,765 | $2,746+364.9% | $3,635+251.2% | $2,596+391.6% |
| Participant deferral / active EE | $823 | $3,565-76.9% | $4,728-82.6% | $4,027-79.6% |
| Admin fee / account holder | $4,935 | $5,232-5.7% | $6,410-23.0% | $5,403-8.6% |