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 7-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 | $54,568 | $106,890-48.9% | $84,015-35.0% | $152,861-64.3% |
| Participation rate | 70.8% | 75.2%-4.4pp | 69.0%+1.8pp | 82.4%-11.6pp |
| Annual return | 21.92% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,924 | $2,734-29.6% | $1,983-3.0% | $4,762-59.6% |
| Participant deferral / active EE | $665 | $4,011-83.4% | $3,239-79.5% | $5,850-88.6% |
| Admin fee / account holder | $601 | $8,285-92.7% | $6,101-90.2% | $11,596-94.8% |