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 | $22,801 | $73,867-69.1% | $143,757-84.1% | $68,494-66.7% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.3pp |
| Annual return | -7.26% | 1.01%-8.3pp | -0.04%-7.2pp | -7.84%+0.6pp |
| Employer contribution / active EE | $1,885 | $3,184-40.8% | $4,951-61.9% | $2,596-27.4% |
| Participant deferral / active EE | $837 | $3,384-75.3% | $5,637-85.1% | $4,027-79.2% |
| Admin fee / account holder | $826 | $5,755-85.6% | $14,673-94.4% | $5,403-84.7% |