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 | $71,697 | $71,883-0.3% | $86,677-17.3% | $68,494+4.7% |
| Participation rate | 79.1% | 72.2%+6.8pp | 76.6%+2.5pp | 67.9%+11.2pp |
| Annual return | -17.42% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,445 | $3,779-61.7% | $4,656-69.0% | $4,027-64.1% |
| Admin fee / account holder | $3,187 | $6,112-47.8% | $7,493-57.5% | $5,403-41.0% |