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 | $19,442 | $105,860-81.6% | $90,749-78.6% | $134,475-85.5% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.7%+15.2pp | 81.2%+9.7pp |
| Annual return | -17.95% | -11.01%-6.9pp | -12.16%-5.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,208 | $5,216-76.8% | $4,564-73.5% | $6,400-81.1% |
| Admin fee / account holder | $1,801 | $13,938-87.1% | $8,445-78.7% | $11,426-84.2% |