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 | $103,451 | $142,344-27.3% | $119,609-13.5% | $134,475-23.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -16.71% | -12.44%-4.3pp | -14.97%-1.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $1,386 | $5,222-73.5% | $4,232-67.2% | $4,740-70.8% |
| Participant deferral / active EE | $1,634 | $6,469-74.7% | $5,602-70.8% | $6,400-74.5% |
| Admin fee / account holder | $12,344 | $13,584-9.1% | $10,323+19.6% | $11,426+8.0% |