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 | $26,998 | $82,664-67.3% | $125,339-78.5% | $68,494-60.6% |
| Participation rate | 77.6% | 75.0%+2.5pp | 82.4%-4.8pp | 67.9%+9.7pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,448 | $3,381+2.0% | $4,814-28.4% | $2,596+32.8% |
| Participant deferral / active EE | $1,768 | $6,110-71.1% | $7,446-76.3% | $4,027-56.1% |
| Admin fee / account holder | $1,846 | $6,275-70.6% | $10,010-81.6% | $5,403-65.8% |