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 8-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 | $83,094 | $138,065-39.8% | $123,544-32.7% | $135,375-38.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -2.04% | 153.68%-155.7pp | 119.20%-121.2pp | 519.73%-521.8pp |
| Employer contribution / active EE | $1,640 | $5,151-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $1,957 | $6,799-71.2% | $6,426-69.5% | $5,609-65.1% |
| Admin fee / account holder | $77,964 | $10,916+614.2% | $9,284+739.8% | $10,827+620.1% |