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 | $20,043 | $100,754-80.1% | $86,677-76.9% | $134,475-85.1% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -15.81% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,004 | $3,489-71.2% | $2,836-64.6% | $4,740-78.8% |
| Participant deferral / active EE | $1,646 | $5,338-69.2% | $4,656-64.6% | $6,400-74.3% |
| Admin fee / account holder | $21,179 | $10,926+93.8% | $7,493+182.6% | $11,426+85.4% |