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 | $37,826 | $82,664-54.2% | $125,339-69.8% | $68,494-44.8% |
| Participation rate | 73.6% | 75.0%-1.5pp | 82.4%-8.8pp | 67.9%+5.7pp |
| Annual return | -16.45% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,358 | $3,381-59.8% | $4,814-71.8% | $2,596-47.7% |
| Participant deferral / active EE | $2,350 | $6,110-61.5% | $7,446-68.4% | $4,027-41.6% |
| Admin fee / account holder | $2,423 | $6,275-61.4% | $10,010-75.8% | $5,403-55.1% |