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 | $40,648 | $49,177-17.3% | $79,464-48.8% | $64,186-36.7% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | -1.00% | -1.16%+0.2pp | 718.14%-719.1pp | 7.63%-8.6pp |
| Employer contribution / active EE | $2,000 | $2,076-3.7% | $2,800-28.6% | $2,381-16.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,871 | $3,839+0.9% | $5,113-24.3% | $4,888-20.8% |