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 8-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 | $20,680 | $45,566-54.6% | $64,105-67.7% | $59,632-65.3% |
| Participation rate | 95.7% | 60.2%+35.5pp | 68.2%+27.5pp | 68.7%+27.0pp |
| Annual return | 29.13% | 4.95%+24.2pp | 791.24%-762.1pp | 2041.28%-2012.2pp |
| Employer contribution / active EE | $446 | $934-52.2% | $1,820-75.5% | $2,203-79.7% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $865 | $3,268-73.5% | $4,499-80.8% | $4,297-79.9% |