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 | $26,449 | $81,900-67.7% | $119,609-77.9% | $68,494-61.4% |
| Participation rate | 73.1% | 71.9%+1.2pp | 79.3%-6.2pp | 67.9%+5.2pp |
| Annual return | -12.47% | -23.82%+11.3pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $954 | $2,693-64.6% | $4,232-77.5% | $2,596-63.3% |
| Participant deferral / active EE | $1,581 | $4,148-61.9% | $5,602-71.8% | $4,027-60.7% |
| Admin fee / account holder | $13,500 | $6,582+105.1% | $10,323+30.8% | $5,403+149.9% |