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 | $51,926 | $42,894+21.1% | $60,874-14.7% | $68,494-24.2% |
| Participation rate | 77.8% | 66.8%+11.0pp | 73.1%+4.7pp | 67.9%+9.9pp |
| Annual return | -16.01% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $726 | $1,978-63.3% | $2,701-73.1% | $2,596-72.0% |
| Participant deferral / active EE | $804 | $2,867-71.9% | $3,817-78.9% | $4,027-80.0% |
| Admin fee / account holder | $8,476 | $3,101+173.4% | $3,224+162.9% | $5,403+56.9% |