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 | $23,203 | $60,124-61.4% | $90,404-74.3% | $79,858-70.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.16% | 71.94%-55.8pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,195 | $2,068+199.6% | $3,262+89.9% | $2,471+150.7% |
| Participant deferral / active EE | $229 | $2,938-92.2% | $3,963-94.2% | $3,740-93.9% |
| Admin fee / account holder | $4,391 | $3,976+10.4% | $5,611-21.7% | $5,306-17.3% |