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 | $35,868 | $63,346-43.4% | $92,233-61.1% | $70,131-48.9% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 15.16% | 530.12%-515.0pp | 176.28%-161.1pp | 73.14%-58.0pp |
| Employer contribution / active EE | $673 | $2,471-72.8% | $3,679-81.7% | $2,342-71.3% |
| Participant deferral / active EE | $689 | $2,854-75.9% | $3,897-82.3% | $3,332-79.3% |
| Admin fee / account holder | $347 | $3,840-91.0% | $5,194-93.3% | $4,645-92.5% |