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 | $21,150 | $76,000-72.2% | $154,107-86.3% | $64,186-67.0% |
| Participation rate | 71.0% | 70.4%+0.6pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | 8.68% | 30.32%-21.6pp | 735.12%-726.4pp | 7.63%+1.0pp |
| Employer contribution / active EE | $598 | $3,351-82.2% | $5,298-88.7% | $2,381-74.9% |
| Participant deferral / active EE | $827 | $3,175-73.9% | $5,081-83.7% | $3,470-76.2% |
| Admin fee / account holder | $2,150 | $5,596-61.6% | $13,411-84.0% | $4,888-56.0% |