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 | $21,992 | $99,652-77.9% | $78,778-72.1% | $147,584-85.1% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 9.35% | 47.28%-37.9pp | 35.62%-26.3pp | 578.55%-569.2pp |
| Employer contribution / active EE | $645 | $2,796-76.9% | $1,986-67.5% | $4,876-86.8% |
| Participant deferral / active EE | $587 | $3,664-84.0% | $2,958-80.1% | $5,439-89.2% |
| Admin fee / account holder | $1,169 | $7,155-83.7% | $5,134-77.2% | $10,885-89.3% |