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 | $54,345 | $117,983-53.9% | $101,794-46.6% | $142,382-61.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 13.20% | 36.92%-23.7pp | 30.53%-17.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $499 | $2,773-82.0% | $2,289-78.2% | $4,299-88.4% |
| Participant deferral / active EE | $1,055 | $4,714-77.6% | $4,084-74.2% | $6,507-83.8% |
| Admin fee / account holder | $680 | $10,433-93.5% | $8,777-92.3% | $12,624-94.6% |