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 | $52,439 | $110,094-52.4% | $151,611-65.4% | $68,494-23.4% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -14.43% | -10.12%-4.3pp | 3.33%-17.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,130 | $4,471-52.4% | $6,166-65.5% | $2,596-18.0% |
| Participant deferral / active EE | $2,973 | $6,527-54.5% | $8,363-64.5% | $4,027-26.2% |
| Admin fee / account holder | $1,830 | $7,719-76.3% | $11,616-84.2% | $5,403-66.1% |