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 | $34,760 | $81,900-57.6% | $119,609-70.9% | $68,494-49.3% |
| Participation rate | 93.0% | 71.9%+21.1pp | 79.3%+13.8pp | 67.9%+25.1pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $928 | $2,693-65.5% | $4,232-78.1% | $2,596-64.2% |
| Participant deferral / active EE | $1,388 | $4,148-66.5% | $5,602-75.2% | $4,027-65.5% |
| Admin fee / account holder | $551 | $6,582-91.6% | $10,323-94.7% | $5,403-89.8% |