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 3-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 | $2,059 | $72,071-97.1% | $68,368-97.0% | $137,256-98.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.19% | 353.14%-326.9pp | 292.57%-266.4pp | 220.34%-194.1pp |
| Employer contribution / active EE | $398 | $2,788-85.7% | $2,649-85.0% | $4,156-90.4% |
| Participant deferral / active EE | $460 | $4,410-89.6% | $4,123-88.9% | $6,407-92.8% |
| Admin fee / account holder | $621 | $5,336-88.4% | $5,150-88.0% | $12,270-94.9% |