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 | $17,539 | $95,416-81.6% | $185,823-90.6% | $85,850-79.6% |
| Participation rate | 90.9% | 68.8%+22.1pp | 81.7%+9.2pp | 69.3%+21.6pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $663 | $3,314-80.0% | $5,167-87.2% | $2,565-74.1% |
| Participant deferral / active EE | $510 | $3,423-85.1% | $5,568-90.8% | $3,952-87.1% |
| Admin fee / account holder | $695 | $7,213-90.4% | $16,237-95.7% | $6,260-88.9% |