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 | $24,751 | $107,334-76.9% | $92,893-73.4% | $152,861-83.8% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.4%+8.0pp |
| Annual return | 18.00% | 145.58%-127.6pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,063 | $4,845-78.1% | $4,236-74.9% | $5,850-81.8% |
| Admin fee / account holder | $14,422 | $7,079+103.7% | $5,794+148.9% | $11,596+24.4% |