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 | $26,593 | $107,334-75.2% | $92,893-71.4% | $152,861-82.6% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 17.64% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,329 | $4,221-68.5% | $3,653-63.6% | $4,762-72.1% |
| Participant deferral / active EE | $745 | $4,845-84.6% | $4,236-82.4% | $5,850-87.3% |
| Admin fee / account holder | $1,544 | $7,079-78.2% | $5,794-73.4% | $11,596-86.7% |