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 | $34,693 | $59,805-42.0% | $79,550-56.4% | $68,494-49.3% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.5%+15.7pp | 67.9%+17.3pp |
| Annual return | -17.24% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,481 | $1,505-1.6% | $2,413-38.6% | $2,596-42.9% |
| Participant deferral / active EE | $488 | $3,024-83.9% | $3,985-87.8% | $4,027-87.9% |
| Admin fee / account holder | $4,276 | $4,835-11.6% | $6,832-37.4% | $5,403-20.9% |