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 | $27,941 | $73,004-61.7% | $90,749-69.2% | $68,494-59.2% |
| Participation rate | 84.6% | 70.8%+13.8pp | 75.7%+8.9pp | 67.9%+16.7pp |
| Annual return | -16.42% | -13.81%-2.6pp | -12.16%-4.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $612 | $2,193-72.1% | $2,921-79.1% | $2,596-76.4% |
| Participant deferral / active EE | $1,272 | $3,627-64.9% | $4,564-72.1% | $4,027-68.4% |
| Admin fee / account holder | $822 | $5,896-86.1% | $8,445-90.3% | $5,403-84.8% |