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 | $37,820 | $90,320-58.1% | $59,496-36.4% | $125,391-69.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -3.46% | 369.13%-372.6pp | 182.05%-185.5pp | 282.22%-285.7pp |
| Employer contribution / active EE | $1,190 | $1,792-33.6% | $1,153+3.3% | $4,866-75.5% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,334 | $3,063+41.5% | $2,232+94.2% | $9,540-54.6% |