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 | $29,315 | $54,350-46.1% | $82,719-64.6% | $68,494-57.2% |
| Participation rate | 77.8% | 63.9%+13.9pp | 72.6%+5.2pp | 67.9%+9.9pp |
| Annual return | -11.84% | -13.67%+1.8pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,363 | $2,218+6.5% | $3,009-21.5% | $2,596-9.0% |
| Participant deferral / active EE | $195 | $3,246-94.0% | $4,395-95.6% | $4,027-95.2% |
| Admin fee / account holder | $6,306 | $4,395+43.5% | $5,329+18.3% | $5,403+16.7% |