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 | $19,388 | $77,899-75.1% | $149,673-87.0% | $75,163-74.2% |
| Participation rate | 81.2% | 65.6%+15.6pp | 78.8%+2.4pp | 67.2%+14.0pp |
| Annual return | 15.19% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,185 | $3,137-30.4% | $4,818-54.7% | $2,670-18.2% |
| Participant deferral / active EE | $192 | $3,411-94.4% | $5,680-96.6% | $4,125-95.3% |
| Admin fee / account holder | $2,840 | $5,956-52.3% | $13,210-78.5% | $5,651-49.7% |