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 | $57,358 | $64,707-11.4% | $112,228-48.9% | $68,494-16.3% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -17.51% | -11.40%-6.1pp | 27.45%-45.0pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,429 | $2,746-48.0% | $3,635-60.7% | $2,596-45.0% |
| Participant deferral / active EE | $996 | $3,565-72.1% | $4,728-78.9% | $4,027-75.3% |
| Admin fee / account holder | $8,306 | $5,232+58.7% | $6,410+29.6% | $5,403+53.7% |