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 | $50,507 | $104,251-51.6% | $91,001-44.5% | $147,584-65.8% |
| Participation rate | 95.5% | 78.2%+17.2pp | 75.6%+19.9pp | 82.8%+12.6pp |
| Annual return | 18.67% | 27.06%-8.4pp | 4.60%+14.1pp | 578.55%-559.9pp |
| Employer contribution / active EE | $909 | $3,116-70.8% | $2,456-63.0% | $4,876-81.4% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,105 | $8,948-87.6% | $5,417-79.6% | $10,885-89.8% |