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 | $46,858 | $167,307-72.0% | $143,757-67.4% | $134,475-65.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.43% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,093 | $5,619-45.0% | $4,951-37.5% | $4,740-34.8% |
| Participant deferral / active EE | $1,562 | $6,446-75.8% | $5,637-72.3% | $6,400-75.6% |
| Admin fee / account holder | $4,380 | $18,088-75.8% | $14,673-70.1% | $11,426-61.7% |