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 | $75,597 | $99,640-24.1% | $86,436-12.5% | $134,475-43.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.71% | 6782.58%-6795.3pp | 4394.89%-4407.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,423 | $4,400-67.7% | $3,769-62.2% | $4,740-70.0% |
| Participant deferral / active EE | $1,746 | $7,246-75.9% | $6,952-74.9% | $6,400-72.7% |
| Admin fee / account holder | $6,594 | $8,371-21.2% | $6,731-2.0% | $11,426-42.3% |