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 | $21,556 | $95,971-77.5% | $74,550-71.1% | $135,375-84.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.15% | 56.96%-65.1pp | 32.53%-40.7pp | 519.73%-527.9pp |
| Employer contribution / active EE | $415 | $2,716-84.7% | $1,961-78.8% | $4,779-91.3% |
| Participant deferral / active EE | $486 | $3,843-87.4% | $3,108-84.4% | $5,609-91.3% |
| Admin fee / account holder | $757 | $6,522-88.4% | $5,060-85.0% | $10,827-93.0% |