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 9-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 | $27,274 | $105,860-74.2% | $90,749-69.9% | $134,475-79.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -0.52% | -11.01%+10.5pp | -12.16%+11.6pp | 417.96%-418.5pp |
| Employer contribution / active EE | $907 | $3,462-73.8% | $2,921-68.9% | $4,740-80.9% |
| Participant deferral / active EE | $1,319 | $5,216-74.7% | $4,564-71.1% | $6,400-79.4% |
| Admin fee / account holder | $7,727 | $13,938-44.6% | $8,445-8.5% | $11,426-32.4% |