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 | $56,470 | $142,344-60.3% | $119,609-52.8% | $134,475-58.0% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -7.09% | -12.44%+5.3pp | -14.97%+7.9pp | 417.96%-425.1pp |
| Employer contribution / active EE | $1,741 | $5,222-66.7% | $4,232-58.9% | $4,740-63.3% |
| Participant deferral / active EE | $1,911 | $6,469-70.5% | $5,602-65.9% | $6,400-70.1% |
| Admin fee / account holder | $492 | $13,584-96.4% | $10,323-95.2% | $11,426-95.7% |