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 7-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 | $14,857 | $48,795-69.6% | $65,493-77.3% | $84,808-82.5% |
| Participation rate | 70.2% | 67.0%+3.2pp | 73.1%-2.9pp | 68.3%+1.9pp |
| Annual return | 20.11% | 20.20%-0.1pp | 982.45%-962.3pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,142 | $1,930-40.8% | $2,574-55.6% | $2,631-56.6% |
| Participant deferral / active EE | $448 | $2,928-84.7% | $3,961-88.7% | $4,212-89.4% |
| Admin fee / account holder | $545 | $3,877-85.9% | $5,028-89.2% | $7,344-92.6% |