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 | $26,749 | $71,883-62.8% | $86,677-69.1% | $68,494-60.9% |
| Participation rate | 72.2% | 72.2%0pp | 76.6%-4.4pp | 67.9%+4.3pp |
| Annual return | -17.58% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $908 | $2,173-58.2% | $2,836-68.0% | $2,596-65.0% |
| Participant deferral / active EE | $996 | $3,779-73.6% | $4,656-78.6% | $4,027-75.3% |
| Admin fee / account holder | $3,873 | $6,112-36.6% | $7,493-48.3% | $5,403-28.3% |