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 | $11,465 | $69,207-83.4% | $64,056-82.1% | $139,434-91.8% |
| Participation rate | 88.2% | 75.6%+12.6pp | 72.3%+15.9pp | 80.3%+7.9pp |
| Annual return | 16.05% | 45.88%-29.8pp | 33.69%-17.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,653 | $3,182-16.6% | $2,747-3.4% | $4,751-44.1% |
| Participant deferral / active EE | $738 | $4,682-84.2% | $3,880-81.0% | $6,710-89.0% |
| Admin fee / account holder | $2,127 | $4,244-49.9% | $3,068-30.7% | $11,403-81.3% |