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 | $28,821 | $118,849-75.8% | $96,562-70.2% | $167,490-82.8% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 21.28% | 50.49%-29.2pp | 37.78%-16.5pp | 478.56%-457.3pp |
| Employer contribution / active EE | $649 | $3,120-79.2% | $2,356-72.5% | $4,837-86.6% |
| Participant deferral / active EE | $758 | $4,616-83.6% | $3,849-80.3% | $6,341-88.1% |
| Admin fee / account holder | $1,631 | $8,065-79.8% | $6,181-73.6% | $12,309-86.7% |