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 | $87,805 | $99,640-11.9% | $86,436+1.6% | $134,475-34.7% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -4.95% | 6782.58%-6787.5pp | 4394.89%-4399.8pp | 417.96%-422.9pp |
| Employer contribution / active EE | $2,578 | $4,400-41.4% | $3,769-31.6% | $4,740-45.6% |
| Participant deferral / active EE | $2,237 | $7,246-69.1% | $6,952-67.8% | $6,400-65.1% |
| Admin fee / account holder | $119,953 | $8,371+1332.9% | $6,731+1682.1% | $11,426+949.8% |