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 | $64,586 | $110,094-41.3% | $151,611-57.4% | $68,494-5.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -10.68% | -10.12%-0.6pp | 3.33%-14.0pp | -7.84%-2.8pp |
| Employer contribution / active EE | $2,326 | $4,471-48.0% | $6,166-62.3% | $2,596-10.4% |
| Participant deferral / active EE | $2,829 | $6,527-56.7% | $8,363-66.2% | $4,027-29.8% |
| Admin fee / account holder | $7,632 | $7,719-1.1% | $11,616-34.3% | $5,403+41.3% |