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 | $27,975 | $45,152-38.0% | $73,843-62.1% | $59,632-53.1% |
| Participation rate | 96.2% | 64.0%+32.1pp | 73.4%+22.7pp | 68.7%+27.5pp |
| Annual return | 1.40% | 27.40%-26.0pp | 2267.84%-2266.4pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,846 | $1,902+102.2% | $2,787+38.0% | $2,203+74.6% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,152 | $3,516-67.2% | $4,880-76.4% | $4,297-73.2% |