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 | $31,304 | $73,867-57.6% | $143,757-78.2% | $68,494-54.3% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+11.0pp |
| Annual return | -17.57% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,564 | $3,184-50.9% | $4,951-68.4% | $2,596-39.8% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $403 | $5,755-93.0% | $14,673-97.3% | $5,403-92.5% |