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 | $37,256 | $142,344-73.8% | $119,609-68.9% | $134,475-72.3% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -16.85% | -12.44%-4.4pp | -14.97%-1.9pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,070 | $5,222-79.5% | $4,232-74.7% | $4,740-77.4% |
| Participant deferral / active EE | $1,252 | $6,469-80.6% | $5,602-77.6% | $6,400-80.4% |
| Admin fee / account holder | $406 | $13,584-97.0% | $10,323-96.1% | $11,426-96.4% |