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 | $32,556 | $77,813-58.2% | $123,544-73.6% | $64,186-49.3% |
| Participation rate | 74.2% | 74.7%-0.5pp | 82.3%-8.1pp | 69.6%+4.7pp |
| Annual return | -6.44% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $978 | $3,014-67.6% | $4,628-78.9% | $2,381-58.9% |
| Participant deferral / active EE | $2,200 | $5,240-58.0% | $6,426-65.8% | $3,470-36.6% |
| Admin fee / account holder | $3,021 | $5,519-45.3% | $9,284-67.5% | $4,888-38.2% |