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 | $17,390 | $95,416-81.8% | $185,823-90.6% | $85,850-79.7% |
| Participation rate | 73.6% | 68.8%+4.8pp | 81.7%-8.1pp | 69.3%+4.3pp |
| Annual return | 14.47% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $863 | $3,314-74.0% | $5,167-83.3% | $2,565-66.4% |
| Participant deferral / active EE | $926 | $3,423-73.0% | $5,568-83.4% | $3,952-76.6% |
| Admin fee / account holder | $318 | $7,213-95.6% | $16,237-98.0% | $6,260-94.9% |