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 8-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 | $11,399 | $73,867-84.6% | $143,757-92.1% | $68,494-83.4% |
| Participation rate | 84.8% | 66.7%+18.1pp | 80.3%+4.5pp | 67.9%+16.9pp |
| Annual return | -13.85% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $579 | $3,184-81.8% | $4,951-88.3% | $2,596-77.7% |
| Participant deferral / active EE | $876 | $3,384-74.1% | $5,637-84.5% | $4,027-78.3% |
| Admin fee / account holder | $1,930 | $5,755-66.5% | $14,673-86.8% | $5,403-64.3% |