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 | $47,852 | $81,208-41.1% | $98,907-51.6% | $79,858-40.1% |
| Participation rate | 87.8% | 72.5%+15.3pp | 76.0%+11.8pp | 69.6%+18.2pp |
| Annual return | 18.21% | 60.99%-42.8pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $821 | $1,960-58.1% | $2,689-69.5% | $2,471-66.8% |
| Participant deferral / active EE | $1,135 | $3,265-65.2% | $4,244-73.3% | $3,740-69.7% |
| Admin fee / account holder | $1,103 | $6,013-81.7% | $6,642-83.4% | $5,306-79.2% |