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 | $75,818 | $118,680-36.1% | $98,907-23.3% | $158,922-52.3% |
| Participation rate | 93.3% | 77.8%+15.5pp | 76.0%+17.3pp | 82.0%+11.4pp |
| Annual return | 14.20% | 372.35%-358.2pp | 196.43%-182.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $756 | $3,333-77.3% | $2,689-71.9% | $4,761-84.1% |
| Participant deferral / active EE | $1,198 | $5,088-76.5% | $4,244-71.8% | $5,982-80.0% |
| Admin fee / account holder | $337 | $10,131-96.7% | $6,642-94.9% | $11,246-97.0% |