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 | $13,734 | $152,509-91.0% | $117,472-88.3% | $134,475-89.8% |
| Participation rate | 87.5% | 77.1%+10.4pp | 70.6%+16.9pp | 81.2%+6.3pp |
| Annual return | 0.99% | 52.99%-52.0pp | 29.74%-28.7pp | 417.96%-417.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $225 | $4,818-95.3% | $4,070-94.5% | $6,400-96.5% |
| Admin fee / account holder | $1,461 | $7,004-79.1% | $5,645-74.1% | $11,426-87.2% |