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 | $36,833 | $73,004-49.5% | $90,749-59.4% | $68,494-46.2% |
| Participation rate | 91.2% | 70.8%+20.3pp | 75.7%+15.5pp | 67.9%+23.3pp |
| Annual return | -15.69% | -13.81%-1.9pp | -12.16%-3.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,471 | $2,193-32.9% | $2,921-49.7% | $2,596-43.4% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,027 | $5,896-14.7% | $8,445-40.5% | $5,403-6.9% |