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 | $25,832 | $81,900-68.5% | $119,609-78.4% | $68,494-62.3% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -14.67% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,171 | $2,693-56.5% | $4,232-72.3% | $2,596-54.9% |
| Participant deferral / active EE | $656 | $4,148-84.2% | $5,602-88.3% | $4,027-83.7% |
| Admin fee / account holder | $3,169 | $6,582-51.9% | $10,323-69.3% | $5,403-41.3% |