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 10-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 | $44,190 | $59,107-25.2% | $86,436-48.9% | $68,494-35.5% |
| Participation rate | 70.0% | 75.2%-5.2pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -18.35% | -0.23%-18.1pp | 4394.89%-4413.2pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,751 | $5,901-70.3% | $6,952-74.8% | $4,027-56.5% |
| Admin fee / account holder | $2,630 | $5,637-53.3% | $6,731-60.9% | $5,403-51.3% |