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 6-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 | $20,835 | $59,805-65.2% | $79,550-73.8% | $68,494-69.6% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -19.05% | -12.30%-6.8pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $787 | $1,505-47.7% | $2,413-67.4% | $2,596-69.7% |
| Participant deferral / active EE | $516 | $3,024-82.9% | $3,985-87.1% | $4,027-87.2% |
| Admin fee / account holder | $302 | $4,835-93.8% | $6,832-95.6% | $5,403-94.4% |