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 | $20,948 | $85,202-75.4% | $172,739-87.9% | $72,985-71.3% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 22.11% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,142 | $3,324-65.6% | $5,143-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $801 | $3,260-75.4% | $5,198-84.6% | $3,607-77.8% |
| Admin fee / account holder | $2,359 | $5,884-59.9% | $13,954-83.1% | $5,124-54.0% |