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 | $19,087 | $90,519-78.9% | $93,789-79.6% | $134,475-85.8% |
| Participation rate | 76.5% | 82.0%-5.5pp | 81.0%-4.5pp | 81.2%-4.8pp |
| Annual return | -18.50% | -15.72%-2.8pp | -11.33%-7.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,259 | $4,343-71.0% | $4,323-70.9% | $4,740-73.4% |
| Participant deferral / active EE | $2,125 | $5,978-64.4% | $6,094-65.1% | $6,400-66.8% |
| Admin fee / account holder | $2,909 | $9,252-68.6% | $7,195-59.6% | $11,426-74.5% |