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 | $33,127 | $118,849-72.1% | $96,562-65.7% | $167,490-80.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 11.71% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $526 | $3,120-83.2% | $2,356-77.7% | $4,837-89.1% |
| Participant deferral / active EE | $1,131 | $4,616-75.5% | $3,849-70.6% | $6,341-82.2% |
| Admin fee / account holder | $2,841 | $8,065-64.8% | $6,181-54.0% | $12,309-76.9% |