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 9-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 | $23,992 | $142,344-83.1% | $119,609-79.9% | $134,475-82.2% |
| Participation rate | 82.4% | 82.8%-0.5pp | 79.3%+3.1pp | 81.2%+1.1pp |
| Annual return | -17.18% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,924 | $5,222-63.1% | $4,232-54.5% | $4,740-59.4% |
| Participant deferral / active EE | $612 | $6,469-90.5% | $5,602-89.1% | $6,400-90.4% |
| Admin fee / account holder | $4,345 | $13,584-68.0% | $10,323-57.9% | $11,426-62.0% |