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 | $139,141 | $142,344-2.3% | $119,609+16.3% | $134,475+3.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -4.53% | -12.44%+7.9pp | -14.97%+10.4pp | 417.96%-422.5pp |
| Employer contribution / active EE | $1,547 | $5,222-70.4% | $4,232-63.5% | $4,740-67.4% |
| Participant deferral / active EE | $1,547 | $6,469-76.1% | $5,602-72.4% | $6,400-75.8% |
| Admin fee / account holder | $2,065 | $13,584-84.8% | $10,323-80.0% | $11,426-81.9% |