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 | $41,155 | $103,376-60.2% | $87,100-52.8% | $152,861-73.1% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 19.85% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,138 | $3,220-64.7% | $2,521-54.9% | $4,762-76.1% |
| Participant deferral / active EE | $873 | $4,778-81.7% | $4,049-78.4% | $5,850-85.1% |
| Admin fee / account holder | $9,642 | $12,205-21.0% | $7,497+28.6% | $11,596-16.9% |