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 | $25,427 | $167,484-84.8% | $151,611-83.2% | $134,475-81.1% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -15.11% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,998 | $6,829-70.7% | $6,166-67.6% | $4,740-57.8% |
| Participant deferral / active EE | $3,035 | $8,986-66.2% | $8,363-63.7% | $6,400-52.6% |
| Admin fee / account holder | $49,119 | $13,783+256.4% | $11,616+322.9% | $11,426+329.9% |