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 | $24,799 | $81,632-69.6% | $70,449-64.8% | $158,922-84.4% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 10.42% | 208.40%-198.0pp | 109.03%-98.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $555 | $3,217-82.7% | $2,737-79.7% | $4,761-88.3% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $8,533 | $6,193+37.8% | $3,845+121.9% | $11,246-24.1% |