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 | $36,178 | $99,640-63.7% | $86,436-58.1% | $134,475-73.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -18.76% | 6782.58%-6801.3pp | 4394.89%-4413.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,101 | $4,400-75.0% | $3,769-70.8% | $4,740-76.8% |
| Participant deferral / active EE | $2,212 | $7,246-69.5% | $6,952-68.2% | $6,400-65.4% |
| Admin fee / account holder | $1,886 | $8,371-77.5% | $6,731-72.0% | $11,426-83.5% |