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 | $42,476 | $183,519-76.9% | $155,509-72.7% | $145,922-70.9% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 18.14% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,350 | $6,462-79.1% | $5,626-76.0% | $6,688-79.8% |
| Admin fee / account holder | $5,364 | $19,313-72.2% | $15,912-66.3% | $13,397-60.0% |