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 9-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 | $119,045 | $167,484-28.9% | $151,611-21.5% | $134,475-11.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -20.18% | 7.80%-28.0pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,598 | $6,829-76.6% | $6,166-74.1% | $4,740-66.3% |
| Participant deferral / active EE | $2,449 | $8,986-72.7% | $8,363-70.7% | $6,400-61.7% |
| Admin fee / account holder | $2,805 | $13,783-79.6% | $11,616-75.8% | $11,426-75.4% |