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 | $71,719 | $81,900-12.4% | $119,609-40.0% | $68,494+4.7% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -14.24% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,680 | $2,693-0.5% | $4,232-36.7% | $2,596+3.2% |
| Participant deferral / active EE | $1,626 | $4,148-60.8% | $5,602-71.0% | $4,027-59.6% |
| Admin fee / account holder | $4,010 | $6,582-39.1% | $10,323-61.2% | $5,403-25.8% |