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 | $68,915 | $100,041-31.1% | $149,718-54.0% | $70,131-1.7% |
| Participation rate | 73.0% | 83.6%-10.6pp | 87.1%-14.1pp | 69.5%+3.4pp |
| Annual return | 15.80% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,303 | $3,662-64.4% | $5,445-76.1% | $2,342-44.4% |
| Participant deferral / active EE | $2,204 | $4,983-55.8% | $6,569-66.4% | $3,332-33.9% |
| Admin fee / account holder | $358 | $8,286-95.7% | $11,283-96.8% | $4,645-92.3% |