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 | $28,490 | $99,640-71.4% | $86,436-67.0% | $134,475-78.8% |
| Participation rate | 76.9% | 82.0%-5.1pp | 80.3%-3.4pp | 81.2%-4.3pp |
| Annual return | -16.90% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,258 | $4,400-26.0% | $3,769-13.5% | $4,740-31.3% |
| Participant deferral / active EE | $673 | $7,246-90.7% | $6,952-90.3% | $6,400-89.5% |
| Admin fee / account holder | $2,330 | $8,371-72.2% | $6,731-65.4% | $11,426-79.6% |