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 | $15,132 | $76,000-80.1% | $154,107-90.2% | $64,186-76.4% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -0.89% | 30.32%-31.2pp | 735.12%-736.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,151 | $3,351-35.8% | $5,298-59.4% | $2,381-9.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,763 | $5,596-14.9% | $13,411-64.5% | $4,888-2.6% |