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 4-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 | $27,859 | $116,167-76.0% | $64,489-56.8% | $137,256-79.7% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 8.85% | 36.55%-27.7pp | 55.03%-46.2pp | 220.34%-211.5pp |
| Employer contribution / active EE | $9,299 | $2,483+274.6% | $1,523+510.5% | $4,156+123.7% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $732 | $6,188-88.2% | $4,260-82.8% | $12,270-94.0% |