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 | $18,802 | $112,881-83.3% | $90,951-79.3% | $158,922-88.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 25.83% | 215.79%-190.0pp | 134.60%-108.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $989 | $2,893-65.8% | $2,122-53.4% | $4,761-79.2% |
| Participant deferral / active EE | $989 | $4,128-76.0% | $3,373-70.7% | $5,982-83.5% |
| Admin fee / account holder | $563 | $8,041-93.0% | $5,959-90.5% | $11,246-95.0% |