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 | $43,708 | $94,529-53.8% | $140,016-68.8% | $64,186-31.9% |
| Participation rate | 88.2% | 84.1%+4.1pp | 87.5%+0.7pp | 69.6%+18.7pp |
| Annual return | -4.99% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,590 | $3,812-58.3% | $5,606-71.6% | $2,381-33.2% |
| Participant deferral / active EE | $1,311 | $5,250-75.0% | $6,927-81.1% | $3,470-62.2% |
| Admin fee / account holder | $3,225 | $6,741-52.2% | $10,705-69.9% | $4,888-34.0% |