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 | $38,198 | $127,386-70.0% | $115,037-66.8% | $125,391-69.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.61% | 31.28%-30.7pp | 26.14%-25.5pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,775 | $5,166-65.6% | $4,608-61.5% | $4,866-63.5% |
| Participant deferral / active EE | $1,775 | $6,423-72.4% | $6,026-70.5% | $5,352-66.8% |
| Admin fee / account holder | $41,256 | $9,516+333.5% | $8,175+404.7% | $9,540+332.4% |