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 | $19,854 | $52,519-62.2% | $155,790-87.3% | $59,632-66.7% |
| Participation rate | 73.0% | 61.7%+11.3pp | 76.1%-3.1pp | 68.7%+4.3pp |
| Annual return | 0.65% | 53.51%-52.9pp | 71.54%-70.9pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $295 | $1,589-81.5% | $3,836-92.3% | $2,203-86.6% |
| Participant deferral / active EE | $745 | $3,084-75.8% | $4,797-84.5% | $3,192-76.6% |
| Admin fee / account holder | $701 | $3,540-80.2% | $7,478-90.6% | $4,297-83.7% |