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 | $57,732 | $81,900-29.5% | $119,609-51.7% | $68,494-15.7% |
| Participation rate | 80.8% | 71.9%+8.9pp | 79.3%+1.5pp | 67.9%+12.9pp |
| Annual return | -12.02% | -23.82%+11.8pp | -14.97%+2.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $725 | $2,693-73.1% | $4,232-82.9% | $2,596-72.1% |
| Participant deferral / active EE | $1,652 | $4,148-60.2% | $5,602-70.5% | $4,027-59.0% |
| Admin fee / account holder | $1,898 | $6,582-71.2% | $10,323-81.6% | $5,403-64.9% |