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 | $21,126 | $100,754-79.0% | $86,677-75.6% | $134,475-84.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -15.33% | 29.04%-44.4pp | 35.91%-51.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,039 | $3,489-70.2% | $2,836-63.4% | $4,740-78.1% |
| Participant deferral / active EE | $1,159 | $5,338-78.3% | $4,656-75.1% | $6,400-81.9% |
| Admin fee / account holder | $719 | $10,926-93.4% | $7,493-90.4% | $11,426-93.7% |