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 | $35,119 | $81,900-57.1% | $119,609-70.6% | $68,494-48.7% |
| Participation rate | 98.2% | 71.9%+26.3pp | 79.3%+19.0pp | 67.9%+30.3pp |
| Annual return | -16.26% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,587 | $2,693+33.2% | $4,232-15.2% | $2,596+38.2% |
| Participant deferral / active EE | $1,670 | $4,148-59.7% | $5,602-70.2% | $4,027-58.5% |
| Admin fee / account holder | $7,410 | $6,582+12.6% | $10,323-28.2% | $5,403+37.2% |