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 | $22,071 | $69,010-68.0% | $159,960-86.2% | $68,494-67.8% |
| Participation rate | 92.3% | 65.4%+26.9pp | 78.0%+14.4pp | 67.9%+24.4pp |
| Annual return | -10.06% | -9.65%-0.4pp | 408.60%-418.7pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,541 | $2,213-30.4% | $4,226-63.5% | $2,596-40.7% |
| Participant deferral / active EE | $947 | $4,212-77.5% | $6,182-84.7% | $4,027-76.5% |
| Admin fee / account holder | $1,969 | $4,798-59.0% | $8,698-77.4% | $5,403-63.6% |