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 | $14,441 | $73,867-80.4% | $143,757-90.0% | $68,494-78.9% |
| Participation rate | 79.2% | 66.7%+12.6pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -14.47% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $635 | $3,184-80.0% | $4,951-87.2% | $2,596-75.5% |
| Participant deferral / active EE | $720 | $3,384-78.7% | $5,637-87.2% | $4,027-82.1% |
| Admin fee / account holder | $2,166 | $5,755-62.4% | $14,673-85.2% | $5,403-59.9% |