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 | $78,918 | $129,942-39.3% | $104,294-24.3% | $134,475-41.3% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -10.06% | 42.03%-52.1pp | 24.61%-34.7pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,021 | $4,184-75.6% | $3,372-69.7% | $4,740-78.4% |
| Participant deferral / active EE | $1,260 | $5,588-77.5% | $4,625-72.8% | $6,400-80.3% |
| Admin fee / account holder | $6,827 | $9,323-26.8% | $7,339-7.0% | $11,426-40.2% |