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 | $25,948 | $76,000-65.9% | $154,107-83.2% | $64,186-59.6% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | 5.72% | 30.32%-24.6pp | 735.12%-729.4pp | 7.63%-1.9pp |
| Employer contribution / active EE | $1,312 | $3,351-60.8% | $5,298-75.2% | $2,381-44.9% |
| Participant deferral / active EE | $561 | $3,175-82.3% | $5,081-89.0% | $3,470-83.8% |
| Admin fee / account holder | $631 | $5,596-88.7% | $13,411-95.3% | $4,888-87.1% |