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 | $25,416 | $53,127-52.2% | $86,590-70.6% | $70,131-63.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.97% | 27.66%-12.7pp | 964.84%-949.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,744 | $2,068-15.7% | $2,839-38.6% | $2,342-25.5% |
| Participant deferral / active EE | $600 | $2,696-77.7% | $3,609-83.4% | $3,332-82.0% |
| Admin fee / account holder | $1,154 | $3,585-67.8% | $4,906-76.5% | $4,645-75.2% |