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 | $47,982 | $48,265-0.6% | $68,791-30.3% | $68,494-29.9% |
| Participation rate | 98.4% | 60.7%+37.7pp | 69.0%+29.4pp | 67.9%+30.5pp |
| Annual return | -4.41% | -12.71%+8.3pp | -6.38%+2.0pp | -7.84%+3.4pp |
| Employer contribution / active EE | $448 | $1,829-75.5% | $2,655-83.1% | $2,596-82.8% |
| Participant deferral / active EE | $606 | $2,867-78.8% | $3,941-84.6% | $4,027-84.9% |
| Admin fee / account holder | $1,532 | $4,355-64.8% | $4,932-68.9% | $5,403-71.6% |