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 | $97,273 | $105,860-8.1% | $90,749+7.2% | $134,475-27.7% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -15.13% | -11.01%-4.1pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $856 | $3,462-75.3% | $2,921-70.7% | $4,740-81.9% |
| Participant deferral / active EE | $856 | $5,216-83.6% | $4,564-81.2% | $6,400-86.6% |
| Admin fee / account holder | $2,093 | $13,938-85.0% | $8,445-75.2% | $11,426-81.7% |