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 | $41,315 | $97,044-57.4% | $83,333-50.4% | $135,375-69.5% |
| Participation rate | 70.6% | 80.4%-9.8pp | 77.8%-7.2pp | 82.6%-12.1pp |
| Annual return | -4.25% | 12.31%-16.6pp | 10.63%-14.9pp | 519.73%-524.0pp |
| Employer contribution / active EE | $763 | $4,143-81.6% | $3,379-77.4% | $4,779-84.0% |
| Participant deferral / active EE | $1,632 | $5,964-72.6% | $5,565-70.7% | $5,609-70.9% |
| Admin fee / account holder | $7,458 | $8,380-11.0% | $7,510-0.7% | $10,827-31.1% |