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 | $68,944 | $110,094-37.4% | $151,611-54.5% | $68,494+0.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -12.91% | -10.12%-2.8pp | 3.33%-16.2pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,705 | $4,471-61.9% | $6,166-72.4% | $2,596-34.3% |
| Participant deferral / active EE | $453 | $6,527-93.1% | $8,363-94.6% | $4,027-88.7% |
| Admin fee / account holder | $8,079 | $7,719+4.7% | $11,616-30.4% | $5,403+49.5% |