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 | $42,800 | $95,416-55.1% | $185,823-77.0% | $85,850-50.1% |
| Participation rate | 83.5% | 68.8%+14.8pp | 81.7%+1.8pp | 69.3%+14.2pp |
| Annual return | 26.99% | 23.59%+3.4pp | 122.05%-95.1pp | 318.53%-291.5pp |
| Employer contribution / active EE | $1,974 | $3,314-40.4% | $5,167-61.8% | $2,565-23.0% |
| Participant deferral / active EE | $411 | $3,423-88.0% | $5,568-92.6% | $3,952-89.6% |
| Admin fee / account holder | $1,358 | $7,213-81.2% | $16,237-91.6% | $6,260-78.3% |