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 | $14,484 | $76,000-80.9% | $154,107-90.6% | $64,186-77.4% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.2pp | 69.6%+24.7pp |
| Annual return | -3.38% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $599 | $3,351-82.1% | $5,298-88.7% | $2,381-74.8% |
| Participant deferral / active EE | $622 | $3,175-80.4% | $5,081-87.7% | $3,470-82.1% |
| Admin fee / account holder | $2,263 | $5,596-59.6% | $13,411-83.1% | $4,888-53.7% |