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 | $43,713 | $70,669-38.1% | $169,368-74.2% | $75,163-41.8% |
| Participation rate | 88.5% | 64.8%+23.7pp | 77.1%+11.3pp | 67.2%+21.3pp |
| Annual return | 17.04% | 36.36%-19.3pp | 405.60%-388.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $748 | $2,211-66.2% | $4,013-81.4% | $2,670-72.0% |
| Participant deferral / active EE | $1,345 | $4,311-68.8% | $6,221-78.4% | $4,125-67.4% |
| Admin fee / account holder | $2,944 | $5,402-45.5% | $9,003-67.3% | $5,651-47.9% |