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 | $37,319 | $69,010-45.9% | $159,960-76.7% | $68,494-45.5% |
| Participation rate | 75.7% | 65.4%+10.3pp | 78.0%-2.3pp | 67.9%+7.8pp |
| Annual return | -17.82% | -9.65%-8.2pp | 408.60%-426.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $800 | $2,213-63.9% | $4,226-81.1% | $2,596-69.2% |
| Participant deferral / active EE | $988 | $4,212-76.5% | $6,182-84.0% | $4,027-75.5% |
| Admin fee / account holder | $1,047 | $4,798-78.2% | $8,698-88.0% | $5,403-80.6% |