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 | $23,582 | $138,065-82.9% | $123,544-80.9% | $135,375-82.6% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | 2.87% | 153.68%-150.8pp | 119.20%-116.3pp | 519.73%-516.9pp |
| Employer contribution / active EE | $936 | $5,151-81.8% | $4,628-79.8% | $4,779-80.4% |
| Participant deferral / active EE | $1,341 | $6,799-80.3% | $6,426-79.1% | $5,609-76.1% |
| Admin fee / account holder | $6,156 | $10,916-43.6% | $9,284-33.7% | $10,827-43.1% |