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 | $28,145 | $226,064-87.6% | $182,532-84.6% | $152,861-81.6% |
| Participation rate | 91.3% | 82.5%+8.8pp | 78.0%+13.3pp | 82.4%+8.9pp |
| Annual return | 8.77% | 192.51%-183.7pp | 148.54%-139.8pp | 345.32%-336.5pp |
| Employer contribution / active EE | $615 | $4,978-87.6% | $4,076-84.9% | $4,762-87.1% |
| Participant deferral / active EE | $981 | $6,368-84.6% | $5,524-82.2% | $5,850-83.2% |
| Admin fee / account holder | $355 | $10,703-96.7% | $8,592-95.9% | $11,596-96.9% |