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 | $30,006 | $63,861-53.0% | $104,607-71.3% | $79,858-62.4% |
| Participation rate | 88.2% | 64.9%+23.3pp | 74.1%+14.2pp | 69.6%+18.6pp |
| Annual return | 19.19% | 21.30%-2.1pp | 340.46%-321.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $984 | $1,588-38.1% | $2,681-63.3% | $2,471-60.2% |
| Participant deferral / active EE | $926 | $2,693-65.6% | $3,740-75.2% | $3,740-75.2% |
| Admin fee / account holder | $873 | $4,185-79.1% | $6,473-86.5% | $5,306-83.6% |