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 | $83,616 | $133,958-37.6% | $112,228-25.5% | $134,475-37.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -16.36% | 47.11%-63.5pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,334 | $4,038-67.0% | $3,635-63.3% | $4,740-71.9% |
| Participant deferral / active EE | $1,132 | $5,291-78.6% | $4,728-76.1% | $6,400-82.3% |
| Admin fee / account holder | $1,056 | $7,489-85.9% | $6,410-83.5% | $11,426-90.8% |