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 | $32,623 | $102,966-68.3% | $90,281-63.9% | $152,861-78.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.98% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $879 | $3,139-72.0% | $2,854-69.2% | $4,762-81.5% |
| Participant deferral / active EE | $264 | $4,281-93.8% | $3,885-93.2% | $5,850-95.5% |
| Admin fee / account holder | $414 | $6,171-93.3% | $5,351-92.3% | $11,596-96.4% |