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 | $30,133 | $71,883-58.1% | $86,677-65.2% | $68,494-56.0% |
| Participation rate | 73.6% | 72.2%+1.3pp | 76.6%-3.0pp | 67.9%+5.7pp |
| Annual return | -14.29% | 3.52%-17.8pp | 35.91%-50.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $832 | $3,779-78.0% | $4,656-82.1% | $4,027-79.3% |
| Admin fee / account holder | $5,003 | $6,112-18.1% | $7,493-33.2% | $5,403-7.4% |