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 4-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 | $8,369 | $101,618-91.8% | $93,063-91.0% | $137,256-93.9% |
| Participation rate | 81.0% | 74.9%+6.0pp | 72.1%+8.8pp | 80.0%+1.0pp |
| Annual return | 15.13% | 223.95%-208.8pp | 34.15%-19.0pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,608 | $2,707-40.6% | $2,476-35.1% | $4,156-61.3% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $499 | $6,198-92.0% | $6,033-91.7% | $12,270-95.9% |