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 | $42,673 | $64,707-34.1% | $112,228-62.0% | $68,494-37.7% |
| Participation rate | 83.6% | 67.2%+16.4pp | 75.1%+8.5pp | 67.9%+15.7pp |
| Annual return | -12.39% | -11.40%-1.0pp | 27.45%-39.8pp | -7.84%-4.5pp |
| Employer contribution / active EE | $7,915 | $2,746+188.3% | $3,635+117.8% | $2,596+204.9% |
| Participant deferral / active EE | $1,019 | $3,565-71.4% | $4,728-78.4% | $4,027-74.7% |
| Admin fee / account holder | $9,260 | $5,232+77.0% | $6,410+44.5% | $5,403+71.4% |