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 9-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 | $45,367 | $133,958-66.1% | $112,228-59.6% | $134,475-66.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.09% | 47.11%-61.2pp | 27.45%-41.5pp | 417.96%-432.1pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $927 | $5,291-82.5% | $4,728-80.4% | $6,400-85.5% |
| Admin fee / account holder | $12,159 | $7,489+62.4% | $6,410+89.7% | $11,426+6.4% |