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 | $26,695 | $105,181-74.6% | $159,436-83.3% | $85,850-68.9% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 12.61% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-305.9pp |
| Employer contribution / active EE | $1,934 | $3,318-41.7% | $4,829-59.9% | $2,565-24.6% |
| Participant deferral / active EE | $1,033 | $5,945-82.6% | $7,352-85.9% | $3,952-73.9% |
| Admin fee / account holder | $1,260 | $6,933-81.8% | $10,799-88.3% | $6,260-79.9% |