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 | $62,115 | $105,998-41.4% | $92,233-32.7% | $147,584-57.9% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 11.05% | 50.05%-39.0pp | 176.28%-165.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $1,073 | $4,333-75.2% | $3,679-70.8% | $4,876-78.0% |
| Participant deferral / active EE | $683 | $4,478-84.7% | $3,897-82.5% | $5,439-87.4% |
| Admin fee / account holder | $865 | $6,332-86.3% | $5,194-83.4% | $10,885-92.1% |