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 | $13,872 | $42,894-67.7% | $60,874-77.2% | $68,494-79.7% |
| Participation rate | 97.8% | 66.8%+31.0pp | 73.1%+24.7pp | 67.9%+29.9pp |
| Annual return | -14.36% | -13.98%-0.4pp | 16.90%-31.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,012 | $1,978-48.8% | $2,701-62.5% | $2,596-61.0% |
| Participant deferral / active EE | $370 | $2,867-87.1% | $3,817-90.3% | $4,027-90.8% |
| Admin fee / account holder | $1,082 | $3,101-65.1% | $3,224-66.5% | $5,403-80.0% |