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 | $35,315 | $167,484-78.9% | $151,611-76.7% | $134,475-73.7% |
| Participation rate | 78.9% | 88.4%-9.4pp | 87.5%-8.5pp | 81.2%-2.3pp |
| Annual return | -13.61% | 7.80%-21.4pp | 3.33%-16.9pp | 417.96%-431.6pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,073 | $8,986-88.1% | $8,363-87.2% | $6,400-83.2% |
| Admin fee / account holder | $2,912 | $13,783-78.9% | $11,616-74.9% | $11,426-74.5% |