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 | $31,968 | $154,117-79.3% | $129,995-75.4% | $139,434-77.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 13.49% | 32.48%-19.0pp | -137.18%+150.7pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,934 | $5,289-63.4% | $4,320-55.2% | $4,751-59.3% |
| Participant deferral / active EE | $621 | $6,710-90.7% | $5,820-89.3% | $6,710-90.7% |
| Admin fee / account holder | $365 | $14,007-97.4% | $10,614-96.6% | $11,403-96.8% |