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 | $60,165 | $97,044-38.0% | $83,333-27.8% | $135,375-55.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.63% | 12.31%-18.9pp | 10.63%-17.3pp | 519.73%-526.4pp |
| Employer contribution / active EE | $513 | $4,143-87.6% | $3,379-84.8% | $4,779-89.3% |
| Participant deferral / active EE | $1,026 | $5,964-82.8% | $5,565-81.6% | $5,609-81.7% |
| Admin fee / account holder | $4,567 | $8,380-45.5% | $7,510-39.2% | $10,827-57.8% |