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 7-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 | $9,192 | $96,635-90.5% | $86,612-89.4% | $139,434-93.4% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 18.49% | 106.41%-87.9pp | 591.07%-572.6pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,920 | $3,263-41.1% | $3,022-36.5% | $4,751-59.6% |
| Participant deferral / active EE | $815 | $4,836-83.1% | $4,438-81.6% | $6,710-87.9% |
| Admin fee / account holder | $2,713 | $6,408-57.7% | $5,614-51.7% | $11,403-76.2% |