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 | $49,648 | $95,862-48.2% | $79,550-37.6% | $134,475-63.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -13.60% | -2.69%-10.9pp | 0.16%-13.8pp | 417.96%-431.6pp |
| Employer contribution / active EE | $704 | $3,128-77.5% | $2,413-70.8% | $4,740-85.2% |
| Participant deferral / active EE | $704 | $4,693-85.0% | $3,985-82.3% | $6,400-89.0% |
| Admin fee / account holder | $8,864 | $9,126-2.9% | $6,832+29.7% | $11,426-22.4% |