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 | $24,975 | $142,344-82.5% | $119,609-79.1% | $134,475-81.4% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -19.43% | -12.44%-7.0pp | -14.97%-4.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,382 | $5,222-73.5% | $4,232-67.4% | $4,740-70.8% |
| Participant deferral / active EE | $1,662 | $6,469-74.3% | $5,602-70.3% | $6,400-74.0% |
| Admin fee / account holder | $1,051 | $13,584-92.3% | $10,323-89.8% | $11,426-90.8% |