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 | $27,734 | $111,754-75.2% | $103,333-73.2% | $145,922-81.0% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 10.52% | 24.77%-14.2pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,001 | $4,212+137.4% | $3,868+158.6% | $4,660+114.6% |
| Participant deferral / active EE | $780 | $5,619-86.1% | $5,057-84.6% | $6,688-88.3% |
| Admin fee / account holder | $2,215 | $9,750-77.3% | $8,355-73.5% | $13,397-83.5% |