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 | $44,657 | $197,825-77.4% | $155,790-71.3% | $125,391-64.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 76.1%+1.7pp | 83.2%-5.4pp |
| Annual return | -2.09% | 86.74%-88.8pp | 71.54%-73.6pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $311 | $5,630-94.5% | $4,797-93.5% | $5,352-94.2% |
| Admin fee / account holder | $691 | $9,545-92.8% | $7,478-90.8% | $9,540-92.8% |