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 | $31,385 | $99,640-68.5% | $86,436-63.7% | $134,475-76.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.46% | 6782.58%-6800.0pp | 4394.89%-4412.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $810 | $4,400-81.6% | $3,769-78.5% | $4,740-82.9% |
| Participant deferral / active EE | $1,924 | $7,246-73.4% | $6,952-72.3% | $6,400-69.9% |
| Admin fee / account holder | $377 | $8,371-95.5% | $6,731-94.4% | $11,426-96.7% |