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 9-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 | $56,248 | $81,208-30.7% | $98,907-43.1% | $79,858-29.6% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 10.49% | 60.99%-50.5pp | 196.43%-185.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $873 | $3,265-73.3% | $4,244-79.4% | $3,740-76.7% |
| Admin fee / account holder | $10,480 | $6,013+74.3% | $6,642+57.8% | $5,306+97.5% |