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 3-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 | $29,754 | $99,921-70.2% | $85,009-65.0% | $145,959-79.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.16% | 83.89%-65.7pp | 66.47%-48.3pp | 561.95%-543.8pp |
| Employer contribution / active EE | $669 | $3,233-79.3% | $2,728-75.5% | $4,661-85.6% |
| Participant deferral / active EE | $768 | $5,293-85.5% | $4,522-83.0% | $6,689-88.5% |
| Admin fee / account holder | $27,896 | $7,252+284.7% | $6,153+353.4% | $13,398+108.2% |