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 | $12,731 | $99,640-87.2% | $86,436-85.3% | $134,475-90.5% |
| Participation rate | 81.8% | 82.0%-0.2pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.76% | 6782.58%-6800.3pp | 4394.89%-4412.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,225 | $4,400-72.2% | $3,769-67.5% | $4,740-74.2% |
| Participant deferral / active EE | $1,642 | $7,246-77.3% | $6,952-76.4% | $6,400-74.3% |
| Admin fee / account holder | $1,640 | $8,371-80.4% | $6,731-75.6% | $11,426-85.6% |