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 | $27,696 | $58,208-52.4% | $81,812-66.1% | $80,856-65.7% |
| Participation rate | 74.6% | 63.4%+11.2pp | 72.3%+2.3pp | 67.6%+7.0pp |
| Annual return | 22.73% | 41.66%-18.9pp | 773.79%-751.1pp | 35.59%-12.9pp |
| Employer contribution / active EE | $939 | $2,340-59.9% | $2,912-67.8% | $2,755-65.9% |
| Participant deferral / active EE | $550 | $3,281-83.2% | $4,319-87.3% | $4,296-87.2% |
| Admin fee / account holder | $7,023 | $4,981+41.0% | $7,386-4.9% | $6,918+1.5% |