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 | $27,010 | $81,900-67.0% | $119,609-77.4% | $68,494-60.6% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -17.16% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $756 | $2,693-71.9% | $4,232-82.1% | $2,596-70.9% |
| Participant deferral / active EE | $1,685 | $4,148-59.4% | $5,602-69.9% | $4,027-58.2% |
| Admin fee / account holder | $1,494 | $6,582-77.3% | $10,323-85.5% | $5,403-72.4% |