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 | $35,445 | $116,175-69.5% | $93,606-62.1% | $152,861-76.8% |
| Participation rate | 95.7% | 78.0%+17.6pp | 75.8%+19.8pp | 82.4%+13.2pp |
| Annual return | 12.46% | 35.96%-23.5pp | 32.76%-20.3pp | 345.32%-332.9pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $310 | $4,603-93.3% | $4,069-92.4% | $5,850-94.7% |
| Admin fee / account holder | $441 | $10,748-95.9% | $7,888-94.4% | $11,596-96.2% |