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 | $46,981 | $108,172-56.6% | $77,482-39.4% | $158,922-70.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 9.98% | 31.67%-21.7pp | 54.79%-44.8pp | 302.83%-292.8pp |
| Employer contribution / active EE | $7,772 | $1,325+486.6% | $986+687.9% | $4,761+63.2% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $373 | $3,708-89.9% | $2,858-86.9% | $11,246-96.7% |