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 | $22,882 | $154,117-85.2% | $129,995-82.4% | $139,434-83.6% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 9.80% | 32.48%-22.7pp | -137.18%+147.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,247 | $5,289-76.4% | $4,320-71.1% | $4,751-73.7% |
| Participant deferral / active EE | $877 | $6,710-86.9% | $5,820-84.9% | $6,710-86.9% |
| Admin fee / account holder | $19,834 | $14,007+41.6% | $10,614+86.9% | $11,403+73.9% |