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 | $36,854 | $71,883-48.7% | $86,677-57.5% | $68,494-46.2% |
| Participation rate | 74.2% | 72.2%+2.0pp | 76.6%-2.4pp | 67.9%+6.3pp |
| Annual return | -13.55% | 3.52%-17.1pp | 35.91%-49.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $960 | $2,173-55.8% | $2,836-66.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,419 | $3,779-62.4% | $4,656-69.5% | $4,027-64.8% |
| Admin fee / account holder | $1,758 | $6,112-71.2% | $7,493-76.5% | $5,403-67.5% |