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 8-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 | $37,366 | $75,828-50.7% | $147,614-74.7% | $59,632-37.3% |
| Participation rate | 85.5% | 71.6%+13.9pp | 84.6%+0.8pp | 68.7%+16.8pp |
| Annual return | 1.24% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,996 | $3,485-42.7% | $5,564-64.1% | $2,203-9.4% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,303 | $5,985-28.1% | $11,611-62.9% | $4,297+0.1% |