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 | $23,734 | $167,307-85.8% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -14.10% | 0.46%-14.6pp | -0.04%-14.1pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,380 | $5,619-75.4% | $4,951-72.1% | $4,740-70.9% |
| Participant deferral / active EE | $1,972 | $6,446-69.4% | $5,637-65.0% | $6,400-69.2% |
| Admin fee / account holder | $1,432 | $18,088-92.1% | $14,673-90.2% | $11,426-87.5% |