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 9-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 | $22,501 | $105,860-78.7% | $90,749-75.2% | $134,475-83.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -16.34% | -11.01%-5.3pp | -12.16%-4.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,020 | $3,462-70.5% | $2,921-65.1% | $4,740-78.5% |
| Participant deferral / active EE | $1,415 | $5,216-72.9% | $4,564-69.0% | $6,400-77.9% |
| Admin fee / account holder | $460 | $13,938-96.7% | $8,445-94.6% | $11,426-96.0% |