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 | $21,724 | $87,540-75.2% | $75,781-71.3% | $125,391-82.7% |
| Participation rate | 94.1% | 80.2%+14.0pp | 75.8%+18.3pp | 83.2%+10.9pp |
| Annual return | -0.47% | 13.48%-14.0pp | 9.68%-10.2pp | 282.22%-282.7pp |
| Employer contribution / active EE | $4,963 | $3,930+26.3% | $3,323+49.3% | $4,866+2.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $938 | $6,502-85.6% | $5,299-82.3% | $9,540-90.2% |