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 | $23,003 | $63,346-63.7% | $92,233-75.1% | $70,131-67.2% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 13.94% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $6,707 | $2,471+171.4% | $3,679+82.3% | $2,342+186.3% |
| Participant deferral / active EE | $607 | $2,854-78.7% | $3,897-84.4% | $3,332-81.8% |
| Admin fee / account holder | $833 | $3,840-78.3% | $5,194-84.0% | $4,645-82.1% |