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 | $46,889 | $131,829-64.4% | $108,579-56.8% | $273,961-82.9% |
| Participation rate | 70.6% | 83.5%-12.9pp | 79.6%-9.0pp | 83.0%-12.4pp |
| Annual return | 5.54% | -91.57%+97.1pp | -51.70%+57.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,765 | $4,912-64.1% | $3,758-53.0% | $4,869-63.8% |
| Participant deferral / active EE | $1,353 | $5,127-73.6% | $4,311-68.6% | $5,287-74.4% |
| Admin fee / account holder | $2,112 | $10,252-79.4% | $7,645-72.4% | $10,132-79.2% |