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 | $58,416 | $167,484-65.1% | $151,611-61.5% | $134,475-56.6% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -13.58% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,567 | $6,829-77.0% | $6,166-74.6% | $4,740-66.9% |
| Participant deferral / active EE | $2,762 | $8,986-69.3% | $8,363-67.0% | $6,400-56.8% |
| Admin fee / account holder | $4,305 | $13,783-68.8% | $11,616-62.9% | $11,426-62.3% |