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 | $75,601 | $81,900-7.7% | $119,609-36.8% | $68,494+10.4% |
| Participation rate | 90.2% | 71.9%+18.4pp | 79.3%+11.0pp | 67.9%+22.4pp |
| Annual return | -16.44% | -23.82%+7.4pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,293 | $2,693+22.3% | $4,232-22.2% | $2,596+26.8% |
| Participant deferral / active EE | $1,131 | $4,148-72.7% | $5,602-79.8% | $4,027-71.9% |
| Admin fee / account holder | $16,182 | $6,582+145.9% | $10,323+56.7% | $5,403+199.5% |