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 | $19,880 | $105,859-81.2% | $90,160-78.0% | $147,584-86.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 14.66% | 37.63%-23.0pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $3,717 | $4,126-9.9% | $3,318+12.0% | $4,876-23.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,288-100.0% | $5,439-100.0% |
| Admin fee / account holder | $429 | $8,046-94.7% | $5,943-92.8% | $10,885-96.1% |