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 | $107,362 | $175,600-38.9% | $129,110-16.8% | $134,475-20.2% |
| Participation rate | 77.3% | 81.6%-4.3pp | 77.3%0pp | 81.2%-3.9pp |
| Annual return | -16.79% | -11.39%-5.4pp | -10.94%-5.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,929 | $6,355-38.2% | $5,052-22.2% | $4,740-17.1% |
| Participant deferral / active EE | $1,800 | $7,975-77.4% | $6,542-72.5% | $6,400-71.9% |
| Admin fee / account holder | $554 | $23,567-97.6% | $14,302-96.1% | $11,426-95.1% |