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 | $59,387 | $95,862-38.0% | $79,550-25.3% | $134,475-55.8% |
| Participation rate | 70.6% | 75.0%-4.4pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -15.59% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $621 | $4,693-86.8% | $3,985-84.4% | $6,400-90.3% |
| Admin fee / account holder | $2,083 | $9,126-77.2% | $6,832-69.5% | $11,426-81.8% |