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 | $28,507 | $107,934-73.6% | $91,989-69.0% | $152,861-81.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 18.75% | 89.24%-70.5pp | 69.02%-50.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $905 | $4,210-78.5% | $3,452-73.8% | $4,762-81.0% |
| Participant deferral / active EE | $1,303 | $6,364-79.5% | $5,923-78.0% | $5,850-77.7% |
| Admin fee / account holder | $593 | $10,520-94.4% | $7,743-92.3% | $11,596-94.9% |