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 | $19,034 | $67,331-71.7% | $60,874-68.7% | $134,475-85.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -12.64% | 49.93%-62.6pp | 16.90%-29.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $544 | $3,096-82.4% | $2,701-79.9% | $4,740-88.5% |
| Participant deferral / active EE | $678 | $4,538-85.1% | $3,817-82.2% | $6,400-89.4% |
| Admin fee / account holder | $323 | $4,582-92.9% | $3,224-90.0% | $11,426-97.2% |