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 | $46,744 | $77,314-39.5% | $177,989-73.7% | $80,856-42.2% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 14.59% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $812 | $2,292-64.6% | $3,949-79.4% | $2,755-70.5% |
| Participant deferral / active EE | $1,256 | $4,411-71.5% | $6,276-80.0% | $4,296-70.8% |
| Admin fee / account holder | $809 | $7,191-88.7% | $10,363-92.2% | $6,918-88.3% |