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 | $16,207 | $100,901-83.9% | $75,670-78.6% | $147,584-89.0% |
| Participation rate | 93.3% | 77.1%+16.2pp | 72.3%+21.0pp | 82.8%+10.5pp |
| Annual return | 16.36% | 35.78%-19.4pp | 27.34%-11.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,772 | $3,253+15.9% | $2,352+60.4% | $4,876-22.7% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $426 | $11,285-96.2% | $5,800-92.7% | $10,885-96.1% |