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 | $25,824 | $165,984-84.4% | $164,813-84.3% | $145,922-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.04% | 100.03%-78.0pp | 69.93%-47.9pp | 561.29%-539.2pp |
| Employer contribution / active EE | $3,919 | $5,273-25.7% | $4,341-9.7% | $4,660-15.9% |
| Participant deferral / active EE | $1,787 | $6,959-74.3% | $6,031-70.4% | $6,688-73.3% |
| Admin fee / account holder | $2,449 | $16,648-85.3% | $12,690-80.7% | $13,397-81.7% |