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 | $40,484 | $59,107-31.5% | $86,436-53.2% | $68,494-40.9% |
| Participation rate | 73.2% | 75.2%-2.0pp | 80.3%-7.1pp | 67.9%+5.4pp |
| Annual return | -18.45% | -0.23%-18.2pp | 4394.89%-4413.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,561 | $2,519-38.0% | $3,769-58.6% | $2,596-39.9% |
| Participant deferral / active EE | $2,663 | $5,901-54.9% | $6,952-61.7% | $4,027-33.9% |
| Admin fee / account holder | $1,106 | $5,637-80.4% | $6,731-83.6% | $5,403-79.5% |