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 | $24,129 | $70,669-65.9% | $169,368-85.8% | $75,163-67.9% |
| Participation rate | 94.5% | 64.8%+29.8pp | 77.1%+17.4pp | 67.2%+27.4pp |
| Annual return | 17.75% | 36.36%-18.6pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,273 | $2,211-42.4% | $4,013-68.3% | $2,670-52.3% |
| Participant deferral / active EE | $793 | $4,311-81.6% | $6,221-87.3% | $4,125-80.8% |
| Admin fee / account holder | $2,105 | $5,402-61.0% | $9,003-76.6% | $5,651-62.8% |