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 | $21,890 | $55,415-60.5% | $155,509-85.9% | $74,495-70.6% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.1pp | 67.2%+5.8pp |
| Annual return | 13.32% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,358 | $2,267-40.1% | $4,672-70.9% | $2,623-48.2% |
| Participant deferral / active EE | $556 | $2,836-80.4% | $5,626-90.1% | $4,346-87.2% |
| Admin fee / account holder | $933 | $1,738-46.3% | $15,912-94.1% | $1,942-51.9% |