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 10-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 | $30,805 | $85,202-63.8% | $172,739-82.2% | $72,985-57.8% |
| Participation rate | 78.8% | 70.1%+8.8pp | 82.6%-3.8pp | 69.5%+9.4pp |
| Annual return | 19.17% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,604 | $3,324-51.8% | $5,143-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,712 | $5,884-70.9% | $13,954-87.7% | $5,124-66.6% |