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 10-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 | $21,765 | $52,681-58.7% | $75,781-71.3% | $59,632-63.5% |
| Participation rate | 89.3% | 67.2%+22.1pp | 75.8%+13.5pp | 68.7%+20.6pp |
| Annual return | -1.64% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $5,476 | $2,193+149.6% | $3,323+64.8% | $2,203+148.6% |
| Participant deferral / active EE | $521 | $2,591-79.9% | $3,651-85.7% | $3,192-83.7% |
| Admin fee / account holder | $1,415 | $3,610-60.8% | $5,299-73.3% | $4,297-67.1% |