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 | $51,712 | $107,934-52.1% | $91,989-43.8% | $152,861-66.2% |
| Participation rate | 71.4% | 81.2%-9.8pp | 78.6%-7.2pp | 82.4%-11.0pp |
| Annual return | 27.24% | 89.24%-62.0pp | 69.02%-41.8pp | 345.32%-318.1pp |
| Employer contribution / active EE | $1,033 | $4,210-75.5% | $3,452-70.1% | $4,762-78.3% |
| Participant deferral / active EE | $1,549 | $6,364-75.7% | $5,923-73.8% | $5,850-73.5% |
| Admin fee / account holder | $661 | $10,520-93.7% | $7,743-91.5% | $11,596-94.3% |