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 | $115,359 | $142,344-19.0% | $119,609-3.6% | $134,475-14.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -11.44% | -12.44%+1.0pp | -14.97%+3.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,414 | $6,469-78.1% | $5,602-74.8% | $6,400-77.9% |
| Admin fee / account holder | $188,064 | $13,584+1284.5% | $10,323+1721.7% | $11,426+1545.9% |