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 | $22,902 | $95,971-76.1% | $74,550-69.3% | $135,375-83.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.50% | 56.96%-59.5pp | 32.53%-35.0pp | 519.73%-522.2pp |
| Employer contribution / active EE | $329 | $2,716-87.9% | $1,961-83.2% | $4,779-93.1% |
| Participant deferral / active EE | $129 | $3,843-96.6% | $3,108-95.9% | $5,609-97.7% |
| Admin fee / account holder | $360 | $6,522-94.5% | $5,060-92.9% | $10,827-96.7% |