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 | $17,099 | $115,770-85.2% | $101,248-83.1% | $158,922-89.2% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 8.70% | 56.14%-47.4pp | 46.47%-37.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $762 | $4,175-81.7% | $3,660-79.2% | $4,761-84.0% |
| Participant deferral / active EE | $1,271 | $4,957-74.4% | $4,370-70.9% | $5,982-78.8% |
| Admin fee / account holder | $1,764 | $7,245-75.7% | $5,945-70.3% | $11,246-84.3% |