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 | $11,626 | $54,705-78.7% | $71,209-83.7% | $84,808-86.3% |
| Participation rate | 94.1% | 64.1%+30.0pp | 73.8%+20.4pp | 68.3%+25.8pp |
| Annual return | 20.27% | 35.90%-15.6pp | 282.51%-262.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,408 | $2,158-34.7% | $2,721-48.2% | $2,631-46.5% |
| Participant deferral / active EE | $0 | $3,030-100.0% | $4,175-100.0% | $4,212-100.0% |
| Admin fee / account holder | $801 | $4,863-83.5% | $5,349-85.0% | $7,344-89.1% |