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 | $9,273 | $69,207-86.6% | $64,056-85.5% | $139,434-93.3% |
| Participation rate | 95.8% | 75.6%+20.2pp | 72.3%+23.5pp | 80.3%+15.5pp |
| Annual return | 21.04% | 45.88%-24.8pp | 33.69%-12.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $22 | $4,682-99.5% | $3,880-99.4% | $6,710-99.7% |
| Admin fee / account holder | $357 | $4,244-91.6% | $3,068-88.4% | $11,403-96.9% |