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 9-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 | $18,773 | $48,795-61.5% | $65,493-71.3% | $84,808-77.9% |
| Participation rate | 87.0% | 67.0%+20.0pp | 73.1%+13.9pp | 68.3%+18.6pp |
| Annual return | 12.87% | 20.20%-7.3pp | 982.45%-969.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $781 | $1,930-59.5% | $2,574-69.7% | $2,631-70.3% |
| Participant deferral / active EE | $165 | $2,928-94.4% | $3,961-95.8% | $4,212-96.1% |
| Admin fee / account holder | $1,160 | $3,877-70.1% | $5,028-76.9% | $7,344-84.2% |