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 | $36,293 | $99,032-63.4% | $80,019-54.6% | $135,375-73.2% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -7.80% | 15.39%-23.2pp | 11.22%-19.0pp | 519.73%-527.5pp |
| Employer contribution / active EE | $543 | $3,043-82.2% | $2,468-78.0% | $4,779-88.6% |
| Participant deferral / active EE | $1,085 | $4,282-74.7% | $3,686-70.6% | $5,609-80.6% |
| Admin fee / account holder | $7,026 | $10,436-32.7% | $6,521+7.7% | $10,827-35.1% |