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 | $23,134 | $133,922-82.7% | $116,228-80.1% | $142,382-83.8% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.6%+9.7pp | 80.1%+4.1pp |
| Annual return | 19.82% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,953 | $3,446-43.3% | $2,994-34.8% | $4,299-54.6% |
| Participant deferral / active EE | $729 | $5,672-87.2% | $4,953-85.3% | $6,507-88.8% |
| Admin fee / account holder | $1,474 | $14,945-90.1% | $11,989-87.7% | $12,624-88.3% |