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 9-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 | $66,600 | $81,900-18.7% | $119,609-44.3% | $68,494-2.8% |
| Participation rate | 70.0% | 71.9%-1.9pp | 79.3%-9.3pp | 67.9%+2.1pp |
| Annual return | -15.77% | -23.82%+8.0pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,140 | $2,693-57.7% | $4,232-73.1% | $2,596-56.1% |
| Participant deferral / active EE | $1,523 | $4,148-63.3% | $5,602-72.8% | $4,027-62.2% |
| Admin fee / account holder | $10,531 | $6,582+60.0% | $10,323+2.0% | $5,403+94.9% |