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 | $55,998 | $78,422-28.6% | $95,952-41.6% | $79,858-29.9% |
| Participation rate | 98.0% | 73.5%+24.6pp | 77.1%+21.0pp | 69.6%+28.4pp |
| Annual return | 12.24% | 19.37%-7.1pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $811 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $1,559 | $3,440-54.7% | $4,167-62.6% | $3,740-58.3% |
| Admin fee / account holder | $5,277 | $5,622-6.1% | $6,795-22.3% | $5,306-0.6% |