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 | $53,730 | $137,414-60.9% | $189,513-71.6% | $85,850-37.4% |
| Participation rate | 87.5% | 84.6%+2.9pp | 87.8%-0.3pp | 69.3%+18.2pp |
| Annual return | 20.81% | 38.14%-17.3pp | 555.15%-534.3pp | 318.53%-297.7pp |
| Employer contribution / active EE | $2,609 | $4,344-39.9% | $6,162-57.7% | $2,565+1.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $955 | $8,630-88.9% | $12,045-92.1% | $6,260-84.7% |