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 | $18,402 | $49,922-63.1% | $80,569-77.2% | $75,163-75.5% |
| Participation rate | 95.5% | 55.3%+40.2pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 15.72% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $6,425 | $1,698+278.3% | $2,723+135.9% | $2,670+140.6% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,690 | $3,577-24.8% | $5,377-50.0% | $5,651-52.4% |