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 | $47,006 | $83,427-43.7% | $115,756-59.4% | $68,494-31.4% |
| Participation rate | 97.3% | 71.9%+25.4pp | 77.1%+20.2pp | 67.9%+29.4pp |
| Annual return | -13.21% | -10.95%-2.3pp | 143.14%-156.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,661 | $3,075-46.0% | $3,793-56.2% | $2,596-36.0% |
| Participant deferral / active EE | $1,294 | $5,355-75.8% | $6,254-79.3% | $4,027-67.9% |
| Admin fee / account holder | $11,731 | $5,708+105.5% | $8,124+44.4% | $5,403+117.1% |