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 | $55,630 | $110,094-49.5% | $151,611-63.3% | $68,494-18.8% |
| Participation rate | 88.4% | 84.0%+4.5pp | 87.5%+0.9pp | 67.9%+20.5pp |
| Annual return | -17.17% | -10.12%-7.1pp | 3.33%-20.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,105 | $4,471-52.9% | $6,166-65.9% | $2,596-18.9% |
| Participant deferral / active EE | $2,765 | $6,527-57.6% | $8,363-66.9% | $4,027-31.3% |
| Admin fee / account holder | $10,046 | $7,719+30.2% | $11,616-13.5% | $5,403+86.0% |