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 | $18,051 | $105,860-82.9% | $90,749-80.1% | $134,475-86.6% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -19.34% | -11.01%-8.3pp | -12.16%-7.2pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,026 | $3,462-70.4% | $2,921-64.9% | $4,740-78.4% |
| Participant deferral / active EE | $1,084 | $5,216-79.2% | $4,564-76.3% | $6,400-83.1% |
| Admin fee / account holder | $328 | $13,938-97.6% | $8,445-96.1% | $11,426-97.1% |