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 | $34,755 | $114,381-69.6% | $107,525-67.7% | $142,382-75.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 12.26% | 242.71%-230.4pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,173 | $4,015-70.8% | $3,754-68.8% | $4,299-72.7% |
| Participant deferral / active EE | $1,228 | $5,564-77.9% | $5,116-76.0% | $6,507-81.1% |
| Admin fee / account holder | $304 | $9,860-96.9% | $8,919-96.6% | $12,624-97.6% |