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 | $56,606 | $105,181-46.2% | $159,436-64.5% | $85,850-34.1% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 18.88% | 45.07%-26.2pp | 263.57%-244.7pp | 318.53%-299.7pp |
| Employer contribution / active EE | $675 | $3,318-79.7% | $4,829-86.0% | $2,565-73.7% |
| Participant deferral / active EE | $2,128 | $5,945-64.2% | $7,352-71.1% | $3,952-46.2% |
| Admin fee / account holder | $4,077 | $6,933-41.2% | $10,799-62.2% | $6,260-34.9% |