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 | $18,567 | $115,770-84.0% | $101,248-81.7% | $158,922-88.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 10.78% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,387 | $4,175-42.8% | $3,660-34.8% | $4,761-49.9% |
| Participant deferral / active EE | $813 | $4,957-83.6% | $4,370-81.4% | $5,982-86.4% |
| Admin fee / account holder | $511 | $7,245-92.9% | $5,945-91.4% | $11,246-95.5% |