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 | $25,553 | $124,281-79.4% | $109,143-76.6% | $167,490-84.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 23.32% | 26.04%-2.7pp | 25.75%-2.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $7,199 | $4,207+71.1% | $3,722+93.4% | $4,837+48.8% |
| Participant deferral / active EE | $825 | $5,255-84.3% | $4,653-82.3% | $6,341-87.0% |
| Admin fee / account holder | $3,732 | $7,970-53.2% | $6,752-44.7% | $12,309-69.7% |