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 | $40,699 | $71,883-43.4% | $86,677-53.0% | $68,494-40.6% |
| Participation rate | 97.0% | 72.2%+24.7pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -15.02% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $758 | $2,173-65.1% | $2,836-73.3% | $2,596-70.8% |
| Participant deferral / active EE | $822 | $3,779-78.2% | $4,656-82.3% | $4,027-79.6% |
| Admin fee / account holder | $2,215 | $6,112-63.8% | $7,493-70.4% | $5,403-59.0% |