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 | $96,544 | $113,935-15.3% | $94,224+2.5% | $125,391-23.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -1.91% | 5.29%-7.2pp | 10.68%-12.6pp | 282.22%-284.1pp |
| Employer contribution / active EE | $1,965 | $4,727-58.4% | $3,587-45.2% | $4,866-59.6% |
| Participant deferral / active EE | $1,482 | $5,179-71.4% | $4,320-65.7% | $5,352-72.3% |
| Admin fee / account holder | $150,886 | $8,391+1698.2% | $6,269+2306.9% | $9,540+1481.5% |