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 | $20,769 | $63,346-67.2% | $92,233-77.5% | $70,131-70.4% |
| Participation rate | 72.2% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 17.81% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.3pp |
| Employer contribution / active EE | $3,862 | $2,471+56.3% | $3,679+5.0% | $2,342+64.9% |
| Participant deferral / active EE | $571 | $2,854-80.0% | $3,897-85.3% | $3,332-82.9% |
| Admin fee / account holder | $1,136 | $3,840-70.4% | $5,194-78.1% | $4,645-75.5% |