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 | $57,682 | $73,867-21.9% | $143,757-59.9% | $68,494-15.8% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -10.75% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $2,036 | $3,184-36.1% | $4,951-58.9% | $2,596-21.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $10,913 | $5,755+89.6% | $14,673-25.6% | $5,403+102.0% |