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 | $51,658 | $210,648-75.5% | $177,989-71.0% | $145,922-64.6% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 15.94% | 385.86%-369.9pp | 294.48%-278.5pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,078 | $4,565-76.4% | $3,949-72.7% | $4,660-76.9% |
| Participant deferral / active EE | $75 | $6,958-98.9% | $6,276-98.8% | $6,688-98.9% |
| Admin fee / account holder | $7,940 | $12,013-33.9% | $10,363-23.4% | $13,397-40.7% |