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 | $65,865 | $92,703-28.9% | $82,719-20.4% | $134,475-51.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.84% | 944.92%-957.8pp | 701.18%-714.0pp | 417.96%-430.8pp |
| Employer contribution / active EE | $769 | $3,274-76.5% | $3,009-74.4% | $4,740-83.8% |
| Participant deferral / active EE | $453 | $4,802-90.6% | $4,395-89.7% | $6,400-92.9% |
| Admin fee / account holder | $2,239 | $5,983-62.6% | $5,329-58.0% | $11,426-80.4% |