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 | $16,344 | $58,577-72.1% | $83,333-80.4% | $64,186-74.5% |
| Participation rate | 74.6% | 72.0%+2.6pp | 77.8%-3.1pp | 69.6%+5.1pp |
| Annual return | -7.07% | 9.65%-16.7pp | 10.63%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,120 | $2,098-46.6% | $3,379-66.9% | $2,381-53.0% |
| Participant deferral / active EE | $1,556 | $4,654-66.6% | $5,565-72.0% | $3,470-55.2% |
| Admin fee / account holder | $1,179 | $9,275-87.3% | $7,510-84.3% | $4,888-75.9% |