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 | $41,308 | $58,577-29.5% | $83,333-50.4% | $64,186-35.6% |
| Participation rate | 76.9% | 72.0%+4.9pp | 77.8%-0.8pp | 69.6%+7.4pp |
| Annual return | -6.66% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,491 | $4,654-68.0% | $5,565-73.2% | $3,470-57.0% |
| Admin fee / account holder | $1,146 | $9,275-87.6% | $7,510-84.7% | $4,888-76.6% |