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 | $21,528 | $167,307-87.1% | $143,757-85.0% | $134,475-84.0% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -11.98% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $1,341 | $5,619-76.1% | $4,951-72.9% | $4,740-71.7% |
| Participant deferral / active EE | $1,827 | $6,446-71.6% | $5,637-67.6% | $6,400-71.4% |
| Admin fee / account holder | $2,466 | $18,088-86.4% | $14,673-83.2% | $11,426-78.4% |