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 | $23,436 | $56,114-58.2% | $96,139-75.6% | $85,850-72.7% |
| Participation rate | 98.4% | 56.7%+41.7pp | 68.4%+29.9pp | 69.3%+29.1pp |
| Annual return | 12.17% | 42.30%-30.1pp | 191.94%-179.8pp | 318.53%-306.4pp |
| Employer contribution / active EE | $6,663 | $1,620+311.4% | $2,797+138.2% | $2,565+159.8% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,456 | $3,768-61.4% | $5,537-73.7% | $6,260-76.7% |