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 | $37,670 | $73,004-48.4% | $90,749-58.5% | $68,494-45.0% |
| Participation rate | 76.5% | 70.8%+5.6pp | 75.7%+0.8pp | 67.9%+8.6pp |
| Annual return | -14.56% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,287 | $2,193-41.3% | $2,921-55.9% | $2,596-50.4% |
| Participant deferral / active EE | $1,200 | $3,627-66.9% | $4,564-73.7% | $4,027-70.2% |
| Admin fee / account holder | $2,589 | $5,896-56.1% | $8,445-69.3% | $5,403-52.1% |