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 | $20,015 | $63,346-68.4% | $92,233-78.3% | $70,131-71.5% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 17.27% | 530.12%-512.8pp | 176.28%-159.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,845 | $2,471+15.1% | $3,679-22.7% | $2,342+21.4% |
| Participant deferral / active EE | $435 | $2,854-84.7% | $3,897-88.8% | $3,332-86.9% |
| Admin fee / account holder | $1,635 | $3,840-57.4% | $5,194-68.5% | $4,645-64.8% |