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 | $66,493 | $68,346-2.7% | $94,646-29.7% | $75,163-11.5% |
| Participation rate | 80.6% | 76.1%+4.5pp | 80.8%-0.2pp | 67.2%+13.5pp |
| Annual return | 19.54% | 616.93%-597.4pp | 156.71%-137.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $582 | $2,701-78.5% | $3,672-84.2% | $2,670-78.2% |
| Participant deferral / active EE | $2,317 | $6,537-64.6% | $7,418-68.8% | $4,125-43.8% |
| Admin fee / account holder | $366 | $5,326-93.1% | $7,231-94.9% | $5,651-93.5% |