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 | $20,036 | $85,202-76.5% | $172,739-88.4% | $72,985-72.5% |
| Participation rate | 73.4% | 70.1%+3.4pp | 82.6%-9.2pp | 69.5%+4.0pp |
| Annual return | 16.65% | 27.32%-10.7pp | 802.84%-786.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,041 | $3,324-68.7% | $5,143-79.8% | $2,440-57.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,527 | $5,884-74.1% | $13,954-89.1% | $5,124-70.2% |