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 | $20,983 | $76,000-72.4% | $154,107-86.4% | $64,186-67.3% |
| Participation rate | 94.5% | 70.4%+24.1pp | 83.0%+11.5pp | 69.6%+25.0pp |
| Annual return | 10.42% | 30.32%-19.9pp | 735.12%-724.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $1,383 | $3,351-58.7% | $5,298-73.9% | $2,381-41.9% |
| Participant deferral / active EE | $340 | $3,175-89.3% | $5,081-93.3% | $3,470-90.2% |
| Admin fee / account holder | $2,855 | $5,596-49.0% | $13,411-78.7% | $4,888-41.6% |