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 | $31,311 | $97,044-67.7% | $83,333-62.4% | $135,375-76.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -7.69% | 12.31%-20.0pp | 10.63%-18.3pp | 519.73%-527.4pp |
| Employer contribution / active EE | $883 | $4,143-78.7% | $3,379-73.9% | $4,779-81.5% |
| Participant deferral / active EE | $1,297 | $5,964-78.2% | $5,565-76.7% | $5,609-76.9% |
| Admin fee / account holder | $2,588 | $8,380-69.1% | $7,510-65.5% | $10,827-76.1% |