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 5-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 | $13,201 | $111,754-88.2% | $103,333-87.2% | $145,922-91.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.53% | 24.77%-9.2pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $916 | $4,212-78.3% | $3,868-76.3% | $4,660-80.3% |
| Participant deferral / active EE | $1,425 | $5,619-74.6% | $5,057-71.8% | $6,688-78.7% |
| Admin fee / account holder | $313 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |