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 | $62,357 | $102,317-39.1% | $146,958-57.6% | $80,856-22.9% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 18.12% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $869 | $3,713-76.6% | $4,933-82.4% | $2,755-68.5% |
| Participant deferral / active EE | $1,660 | $6,644-75.0% | $8,070-79.4% | $4,296-61.3% |
| Admin fee / account holder | $41,404 | $7,941+421.4% | $12,998+218.5% | $6,918+498.5% |