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 10-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 | $19,896 | $44,850-55.6% | $60,547-67.1% | $59,632-66.6% |
| Participation rate | 87.3% | 59.5%+27.8pp | 68.0%+19.3pp | 68.7%+18.6pp |
| Annual return | -0.28% | 1074.14%-1074.4pp | 335.64%-335.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $909 | $1,462-37.8% | $2,419-62.4% | $2,203-58.7% |
| Participant deferral / active EE | $639 | $2,230-71.3% | $3,328-80.8% | $3,192-80.0% |
| Admin fee / account holder | $1,315 | $3,635-63.8% | $4,536-71.0% | $4,297-69.4% |