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 4-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 | $27,738 | $100,754-72.5% | $86,677-68.0% | $134,475-79.4% |
| Participation rate | 81.8% | 78.9%+2.9pp | 76.6%+5.2pp | 81.2%+0.6pp |
| Annual return | -10.13% | 29.04%-39.2pp | 35.91%-46.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $387 | $5,338-92.7% | $4,656-91.7% | $6,400-94.0% |
| Admin fee / account holder | $11,274 | $10,926+3.2% | $7,493+50.5% | $11,426-1.3% |