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 8-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 | $12,906 | $115,708-88.8% | $65,255-80.2% | $139,434-90.7% |
| Participation rate | 84.6% | 67.8%+16.8pp | 65.0%+19.7pp | 80.3%+4.3pp |
| Annual return | 15.94% | 31.19%-15.3pp | 47.35%-31.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,420 | $2,599-6.9% | $1,691+43.1% | $4,751-49.1% |
| Participant deferral / active EE | $410 | $4,240-90.3% | $2,831-85.5% | $6,710-93.9% |
| Admin fee / account holder | $2,565 | $6,698-61.7% | $4,112-37.6% | $11,403-77.5% |