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 | $74,576 | $117,841-36.7% | $102,423-27.2% | $145,922-48.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 11.31% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,269 | $3,615-64.9% | $3,023-58.0% | $4,660-72.8% |
| Participant deferral / active EE | $783 | $5,731-86.3% | $5,053-84.5% | $6,688-88.3% |
| Admin fee / account holder | $8,004 | $13,326-39.9% | $9,451-15.3% | $13,397-40.3% |