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 6-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 | $15,127 | $48,230-68.6% | $67,502-77.6% | $80,856-81.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.6%+18.6pp |
| Annual return | 11.94% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,428 | $2,020+69.7% | $2,731+25.5% | $2,755+24.4% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $909 | $3,681-75.3% | $3,998-77.3% | $6,918-86.9% |