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 5-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 | $23,429 | $112,729-79.2% | $98,716-76.3% | $137,256-82.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 15.34% | 38.48%-23.1pp | 31.81%-16.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,182 | $2,725-56.6% | $2,279-48.1% | $4,156-71.6% |
| Participant deferral / active EE | $778 | $4,640-83.2% | $4,048-80.8% | $6,407-87.9% |
| Admin fee / account holder | $488 | $10,129-95.2% | $8,703-94.4% | $12,270-96.0% |