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 | $50,568 | $56,114-9.9% | $96,139-47.4% | $85,850-41.1% |
| Participation rate | 98.4% | 56.7%+41.7pp | 68.4%+30.0pp | 69.3%+29.1pp |
| Annual return | 13.21% | 42.30%-29.1pp | 191.94%-178.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,936 | $1,620+19.5% | $2,797-30.8% | $2,565-24.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $961 | $3,768-74.5% | $5,537-82.6% | $6,260-84.6% |