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 | $23,659 | $150,187-84.2% | $120,354-80.3% | $145,922-83.8% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 11.94% | 154.07%-142.1pp | 107.15%-95.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,035 | $4,348-76.2% | $3,463-70.1% | $4,660-77.8% |
| Participant deferral / active EE | $1,389 | $6,173-77.5% | $4,991-72.2% | $6,688-79.2% |
| Admin fee / account holder | $638 | $12,207-94.8% | $9,423-93.2% | $13,397-95.2% |