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 | $19,290 | $105,998-81.8% | $92,233-79.1% | $147,584-86.9% |
| Participation rate | 78.3% | 80.4%-2.2pp | 76.5%+1.8pp | 82.8%-4.6pp |
| Annual return | 13.11% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,174 | $4,333-49.8% | $3,679-40.9% | $4,876-55.4% |
| Participant deferral / active EE | $716 | $4,478-84.0% | $3,897-81.6% | $5,439-86.8% |
| Admin fee / account holder | $1,727 | $6,332-72.7% | $5,194-66.7% | $10,885-84.1% |