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 | $19,851 | $48,570-59.1% | $130,648-84.8% | $72,985-72.8% |
| Participation rate | 87.5% | 58.6%+28.9pp | 71.7%+15.8pp | 69.5%+18.0pp |
| Annual return | 20.87% | 38.63%-17.8pp | 1708.96%-1688.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $649 | $1,334-51.4% | $4,092-84.1% | $2,440-73.4% |
| Participant deferral / active EE | $869 | $2,384-63.6% | $3,603-75.9% | $3,607-75.9% |
| Admin fee / account holder | $1,945 | $3,549-45.2% | $5,464-64.4% | $5,124-62.0% |