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 | $47,103 | $72,177-34.7% | $115,037-59.1% | $59,632-21.0% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.85% | 12.02%-8.2pp | 26.14%-22.3pp | 2041.28%-2037.4pp |
| Employer contribution / active EE | $637 | $2,841-77.6% | $4,608-86.2% | $2,203-71.1% |
| Participant deferral / active EE | $1,129 | $4,783-76.4% | $6,026-81.3% | $3,192-64.6% |
| Admin fee / account holder | $1,402 | $4,927-71.5% | $8,175-82.8% | $4,297-67.4% |