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 | $21,589 | $99,918-78.4% | $81,382-73.5% | $145,922-85.2% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 16.43% | 34.32%-17.9pp | 24.73%-8.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,964 | $2,978-34.0% | $2,463-20.3% | $4,660-57.8% |
| Participant deferral / active EE | $822 | $4,605-82.1% | $3,883-78.8% | $6,688-87.7% |
| Admin fee / account holder | $441 | $8,212-94.6% | $5,768-92.3% | $13,397-96.7% |