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 | $17,163 | $69,207-75.2% | $64,056-73.2% | $139,434-87.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 21.84% | 45.88%-24.0pp | 33.69%-11.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $842 | $3,182-73.5% | $2,747-69.3% | $4,751-82.3% |
| Participant deferral / active EE | $540 | $4,682-88.5% | $3,880-86.1% | $6,710-92.0% |
| Admin fee / account holder | $363 | $4,244-91.4% | $3,068-88.2% | $11,403-96.8% |