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 6-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 | $28,451 | $54,380-47.7% | $68,509-58.5% | $59,632-52.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 0.93% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,124 | $1,539+38.1% | $2,278-6.8% | $2,203-3.6% |
| Participant deferral / active EE | $1,065 | $2,643-59.7% | $3,382-68.5% | $3,192-66.6% |
| Admin fee / account holder | $13,332 | $3,885+243.1% | $5,275+152.8% | $4,297+210.3% |