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 | $30,547 | $59,107-48.3% | $86,436-64.7% | $68,494-55.4% |
| Participation rate | 90.9% | 75.2%+15.7pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -16.45% | -0.23%-16.2pp | 4394.89%-4411.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,622 | $5,901-55.6% | $6,952-62.3% | $4,027-34.9% |
| Admin fee / account holder | $1,437 | $5,637-74.5% | $6,731-78.7% | $5,403-73.4% |